Get To Know Margaret

Prior to joining Northwestern Mutual, Margaret was a partner at Dickstein Shapiro LLP where she regularly negotiated complex disputes against insurance companies throughout the country. Taking those analytical and advocacy skills, Margaret now works with individuals and businesses to help them determine their financial goals and how best to achieve them. She is now the Director of Business & Estate Planning, a Financial Advisor, and a Long-Term Care Specialist. 

Margaret graduated from Wesleyan University and The Washington College of Law of the American University where she was an editor of the Law Review. Margaret is passionate about helping people take control of their financial futures and has been a featured speaker at The American Council of Life Insurers, as well as numerous national law firms and parenting groups. 

Margaret resides in Arlington, Virginia and has two adult sons.  Margaret is addicted to exercise, especially her beloved Jazzercise and is an avid reader. Margaret has spent considerable time volunteering for civil rights and educational organizations.

 

Areas of Expertise

Financial Planning

Estate Planning

Life Insurance Strategies

Retirement Planning & Income Strategies

Disability Planning

Tax-Efficient Strategies

Long-Term Care Planning

Business Employee & Executive Benefits Planning

How Northwestern Mutual helps you live the life you want.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.

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