Margaret joined Acorn in 2017, bringing over 30 years of experience and a passion for helping people turn their retirement dreams into reality. Known for her personal, goal-oriented approach, she’s a frequent speaker at local businesses and a regular instructor of financial planning classes. Her knack for making finance approachable has made her a trusted mentor within the community and a staple for those looking to secure their future.

For Margaret, the work is personal. Born into a military family overseas, she followed in her father’s footsteps with a decade of federal service before moving into the financial world. She specializes in helping civil servants and military members navigate their unique financial paths. She truly understands the lifestyle of those who serve and finds nothing more rewarding than helping them reach the finish line of retirement.

When she isn’t in the office, Margaret splits her time between Manassas, Virginia, and Ormond Beach, Florida, with her husband, Duane. A proud mom and golf enthusiast, she’s a big believer in enjoying the journey—preferably with a great craft beer and good friends by her side.

Disclosures: Securities offered through registered representatives of The Strategic Financial Alliance (SFA), a registered broker-dealer, member FINRA, SIPC. Financial planning services offered through investment advisor representatives of Acorn Financial Advisory Services, Inc. (AFAS), a registered investment adviser. Certain professionals of Acorn Financial Services (AFS) are representatives of SFA, which is otherwise unaffiliated with AFS and AFAS. The SFA does not give tax or legal advice.