Margie Kosmerl

Margie Kosmerl

President, Retirement Income Certified Professional

Margie began her career in 1986, and after 11 years in the industry opened her own office. It was important to her to not simply grow business for the sake of growing, but to deepen the client relationships and better assist those she was serving. Her goal before discovering the financial services industry was to be a teacher or a psychologist, both areas of study of which she says she draws from every day. It just so happens that her tool box is comprised of economic analysis, financial strategies and instruments. 

In her spare time Margie enjoys adventures with her family and friends, whether that be waterskiing on the Chesapeake Bay or traveling abroad. She is active with her church and community and believes it is important to live each day to its fullest realize our blessings and to give back accordingly.

*Retirement Income Certified Professional (RICP) conferred by The American College.