Margery is a CERTIFIED FINANCIAL PLANNER™ Practitioner and a Chartered Life Underwriter (CLU®) with extensive experience helping clients achieve their goals and objectives.
Margery works with business owners and high net worth individuals to provide a variety of financial planning strategies in the areas of retirement, investment, estate, business succession, and charitable and gifts planning. Throughout the process - from identifying a client’s visions, goals, and values to developing, testing, and refining the plan - Margery has the ability to present complex financial concepts in a clear and understandable way.
In 2009 she was one of 60 financial planners from among 2200 across the country selected to join the Select Planner Group of Lincoln Financial Advisors Corp./Sagemark Consulting as part of the Sagemark Private Wealth Services Group. It is this affiliation with the Sagemark Private Wealth Services Group that enables Margery to offer clients a depth of resources and intellectual capital.
Margery takes a holistic approach to helping clients reach their objectives. She collaborates and coordinates with attorneys, CPAs, and other advisors as part of a team, offering clients a cross-disciplinary perspective that optimizes the planning process.
Margery is a member of the Society of Financial Services Professionals, the National Association of Insurance and Financial Advisors (NAIFA), and the Hawaii Estate Planning Council. She advises clients in Hawaii, Arizona, California, Massachusetts, Washington and various other states.
Margery holds a Bachelor of Arts from Northwestern University and a Master of Arts from the University of Denver. She has held board positions in various professional and nonprofit organizations, including serving as president of the Junior League of Honolulu and the Girl Scout Council of Hawaii.