Margie is a new addition to the team. She graduated from the University of WI-Madison in Chemical Engineering but switched to customer service after raising 3 children. She is the administrative assistant to both Brad and Monica. Margie has worked part time as an administrative assistant for over 6 years for another advisor.
She is available for clients to reach out to help schedule appointments or process client account business. Her responsibilities include preparing and processing paperwork, follow up to ensure transactions are completed, coordinating schedules, data entry, and organizing files.
Margie enjoys many activities including downhill skiing, biking, hiking, and swimming. Her favorite thing to do is to spend time with her husband and children.
GETTING TO KNOW MARGIE
Favorite food: Asian
Favorite Minnesota Destination: Lutsen and North Shore
Favorite Sports Team: Minnesota Vikings
Favorite Sport to Play: Downhill Skiing
Favorite Vacation Location: Wherever my family is