I’m the founder of MarGo Financial, LLC a Registered Investment Advisor. I joined the finance industry out of a genuine desire to help people feel more educated about, and engaged with, their money. I believe professional financial advice should be accessible even to those who have not yet built substantial assets, which is why I offer two-tiers of Financial Planning as a stand-alone service in addition to access to Professional Investment Management.
I’ve been married to my husband, Chuck Palm, for 34 years and am the proud mom of a grown son. I love art, dogs and good Southern Arizona Mexican food. When I’m not helping clients become more confident and secure in their financial future, I enjoy yoga, museums, dance, theater, and hanging out with friends and family.