Experience
Margaret O'Meara, CFP®, AIFA®
President and Founder
(732) 224-9952
Margaret O’Meara, CFP ®, AIFA® has been assisting schools, businesses and families businesses since 1993. Margaret provides...
Dawn Nguyen
Client Services Assistant
Dawn provides support with administrative tasks and client management functions. Dawn has been in the financial services industry for 20 years in a variety of administrative positions. Dawn received a Bachelor's Degree in...