Margaret serves our community as a financial advisor and by providing executive and strategic support to Jay. Margaret’s extensive professional background includes working as an executive assistant in various project management, administrative and non-profit spheres, as well as being an educator. She home educated her four children for over 20 years. These experiences enable Margaret to operate in a dynamic capacity including developing holistic financial plans for the individuals and families we serve.

Margaret joined Northeast Planning Associates, Inc. in 2019, and holds her Series 7 and Series 66 securities registrations with LPL Financial. She also holds the Financial Paraplanner Qualified Professional (FPQPTM) designation from the College of Financial Planning.

Margaret lives in Rochester, NH with her husband, Russ. She’s passionate about quality time with family and friends, coffee, tea, and scrapbooking. Their four children are grown and leaving the nest to make the world a better place.