Margo joined Homrich Berg in April 2008. She is currently a Director of the firm and is responsible for assisting clients in every facet of their financial situation from investment and tax issues to long-term projections and estate analysis. She began her career with the financial services group of American Express providing financial planning and investment advice to individuals. Upon relocating to Atlanta in 1994, she worked at Creative Financial Group as a planning assistant for 14 years.
Margo received a Bachelor’s degree in Economics with a concentration in Statistics from Rutgers University in New Brunswick, NJ. Away from work, she enjoys playing tennis, is an avid reader, and is a devoted fan of the Atlanta Braves. She and her husband (Eric) have three children.