Client Relationship Associate
Margaret brings over 15 years of experience in public education and as a private coach, trainer, and educational consultant across numerous industries to her role on our Wealth Management team. She earned a Bachelor of Science degree in Elementary Education and a Master of Education in Curriculum and Instruction from Penn State University. In addition to a Graduate Certificate in Coaching and Mentorship and multiple Pennsylvania teaching certificates, she recently earned the Chartered Retirement Plans Specialist (CRPS®) designation. Margaret is a graduate of Souderton Area High School and now makes her home in Royersford with her husband and two children. Outside of work she enjoys cooking, gardening, walking her dog, and spending time with family and friends.