Margie is the Director of Client Services at Heritage Wealth Management Group, working diligently to ensure that our firm’s clients receive a level of service second to none. On standby twenty-four hours a day and seven days a week, it is her cheerful voice that is most often heard when you call us.

A resident of Norfolk, Virginia, she can often be seen along the streets of Ghent on her early morning, five-mile walks. Believing that youth is more a state of mind, Margie is currently embarked upon her newest hobby, learning to play the piano. Her weekly lessons provide a break from her other activities with friends and neighbors or planning the next party or event.

Having spent a lifetime pursuing a variety of interests, the one she values most is being a mother to her two twin boys, Alec and Zach. Alec and his wife, Emily, reside in Boston whereas Zach resides in northern Virginia, working as a CFP and Financial Advisor for us here, at Heritage Wealth.

Margie is married to Mark, our Chief Investment Strategist, and is an active member of Christ & St. Luke’s Church and the Ghent Neighborhood League in Norfolk. She also very much values the years in which she served as a volunteer at Virginia Oncology Associates with The Cancer Care Foundation, where her love of others was wonderfully received by hundreds of people during their season of need. That same love is what she continuously translates to our clients and her work, and we are so happy that she does.