Margo's mission is to provide every client with targeted, comprehensive financial advice delivered with exceptional service and professional integrity.

Through a long-term investment approach, Margo helps high-net-worth clients and nonprofits develop and implement strategies to support their financial and life goals. Margo's title and Founder, Managing Partner and over 40 years of experience as a financial advisor recognizes her expertise. She leverages relationships with professionals in the areas of trust, money management, liability management, and estate planning strategies to help provide advice as sophisticated as her clients' needs. Margo values the relationships she has established within her profession and community.

Margo is married to Michael Shepard, and they have three children and two grandchildren. Outside of the office, she enjoys activities such as golf, cycling, pickleball, and snow skiing. She is also an avid reader and world explorer.