Margaret Kelley, CFP®

Paraplanner

Working with clients to help them plan for the future is very fulfilling.”

Margaret assists the Goldberg team with Financial Planning and client services. She enjoys the client interaction and satisfaction of seeing client’s financial goals pursued, partially due to her contribution in the planning process. She is a CERTIFIED FINANCIAL PLANNER™, Practitioner.

Margaret is married, has two children, and her family attends South Highland Presbyterian Church. She loves to travel, read, and cheer for her Auburn Tigers.