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Marga is Managing Director, Private Client Services for Wealth Management in the Colorado market, leading a team of professionals who deliver financial solutions tailored to the needs of affluent clients and their families.
Understanding the unique and dynamic needs of clients and working together to help them achieve their goals has been the key to Marga’s success in building lasting, long-term client relationships.
Marga joined First National Bank in 2005 and has more than 30 years of experience in the banking industry, including private banking, corporate treasury services, retail banking and management. She attended the University of Nebraska and received education from the School of Commercial Banking Principles and Consumer Banking through the Kansas Bankers Association. Marga earned her Certified Wealth Strategist® designation from Cannon Financial Institute.
Prior to moving to Fort Collins in 2016, Marga led the Wealth Management division in Overland Park, KS. She was very active in the KC community through boards including the Overland Park and Leawood Chamber of Commerce (past Chair of both organizations), Johnson County Community College Foundation, Central Exchange and Shawnee Mission Education Foundation. She is the recipient of the Kansas City Business Journal’s Women Who Mean Business (2012) and Kanas City Business Magazine’s Most Influential Women (2008) awards.
Marga enjoys a challenge, especially when told something isn’t possible. She is very patient, and determined, an effective combination for success. She can often be found at one of Colorado’s beautiful golf courses. Marga finds golfing with family and friends relaxing, challenging and rewarding —the perfect combination for happiness.
I enjoy helping people achieve their goals, whether it’s a client seeking to reach a financial goal, or an associate who is working on their career path. It is very rewarding and an honor to be of service to others.
Investment products are: Not a Deposit • Not FDIC Insured • Not Insured by any Federal Government Agency • Not Guaranteed by the Bank • May Go Down in Value
Banking products and services provided through First National Bank of Omaha