About
Margo is a lawyer with her Juris Doctorate from the University of Michigan. She has over 14 years of experience in estate planning, probate, and guardianships, now specializing in fiduciary services. Currently, Margo serves as a professional fiduciary for the Charles Schwab Trust Company in Nevada and the Charles Schwab Trust Company of Delaware. Margo is proficient in understanding estate planning documents from all over the United States and is currently creating a presence for Charles Schwab - Personal Trust Services in the State of Florida. Margo has a passion for guiding others through difficult times and can see through the eyes of a client with true and sincere empathy.
Margo is a Florida Native born in raised in Boca Raton, Florida. She is married and blessed with a son and daughter, a border collie, and a rescue cat. Margo loves animals, yoga, cooking, and Florida State Football! She puts in time to volunteer at her children's school and church to coordinate events and socials. Margo also likes to work with charities to build charitable giving plans.
“Let no one ever come to you without leaving better and happier. Be the living expression of God's kindness: kindness in your face, kindness in your eyes, kindness in your smile.” ― Mother Teresa
