Iโm 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 ย Financial Planning as a stand-alone service in addition to access to ProfessionalInvestment Management.
Iโve 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 Iโm 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.
Who I Serve
I specialize in working with Gen X professionals who are ready to take control of their financial lives.ย While I have clients from many walks of life, my personal background makes me well suited to serve:
I offer access to Professional Investment Management, however you donโt have to have investible assets to work with me. You just need the desire to get a handle on your financial life. If you are curious as to how I might be able to help you!