As the Chief Compliance Officer of Elm3 Financial Group, Margaret is passionate about assisting clients in achieving their financial goals. Margaret is often one of the first people to meet new investment and financial planning clients. They love to listen and learn about each clients’ unique goals, dreams, and hopes. Margaret then uses their understanding of each client to develop financial plans, manage investment portfolios, and lead Elm3’s digital communication efforts. Margaret attended Brown University and attained their Bachelors of Arts in English Literature. They previously worked as a writer and educator before moving into the financial services industry. In addition to serving as the firm’s Chief Compliance Officer, Margaret is also a registered investment advisor with Elm3 Financial Group.