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Margaret joined the firm full-time on December 1, 2016. She is a Certified Financial Planner™ professional and a registered investment adviser representative. Before joining D&D Margaret was a department supervisor in client services for a California based investment management firm. More...

In addition to providing financial planning services for our clients, Margaret is involved with Derby and Derby’s marketing and business development activities. She received her B.A degree from the University of Southern California. In addition, Margaret received her Personal Financial Planning certification from the University of California, Los Angeles. She is a member of the Financial Planning Association and has been a financial planner volunteer for the Habitat for Humanity and Financial Planning Days. She has her Series 7 securities license and her California Insurance Agent License.