Margo joined Homrich Berg in April 2008. 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. In this capacity, she prepared investment, tax and estate analysis and managed the practice and clients of one of the firm’s partners. She spent fourteen years with Creative Financial Group prior to joining Homrich Berg.
Margo received a bachelor’s degree in Economics with a concentration in Statistics from Rutgers University in New Brunswick, NJ. She is an active volunteer at her children’s’ schools and is the Secretary of the Baseball/Softball Booster Club at Denmark High School. Margo enjoys playing tennis and is an avid reader and spends much of her spare time cheering on her three children in various sports and extracurricular activities with her husband Eric. She is a devoted fan of the Atlanta Braves.