With more than 20 years of experience, Margie co-manages the firm’s Individual Tax Advisory Services division, offering comprehensive tax and consulting solutions to clients. Margie joined SEK in 2005 and specializes in individual tax planning, with a particular focus on addressing retirement-related issues.
Margie also provides estate and trust taxation compliance and planning services. She has earned the designation of Certified Specialist in Estate Planning (CSEP), having successfully completed the education and examination requirements. This certification recognizes her specialized expertise in estate and trust planning, enabling her to offer clients advanced strategies to address complex estate matters and ensure effective wealth transfer.




