Margie joined the Richards & Addy team in October 2020, transitioning from Kim Seymour’s office when he retired, where she worked for 14 years. She has over 20 years of experience in the financial services industry and has extensive knowledge in the wealth management space.
As our Client Relationship Manager, Margie leads the charge in processing managed money accounts, responsible for account servicing, managing Required Minimum Distributions, and doing all that she can to support her fellow teammates. However, she finds the most satisfaction in helping and building relationships with our clients and their loved ones.
Margie lives in Laingsburg with her husband, Dale and their six dogs. She enjoys working out, daily walks with her dogs, and running in various events in MI.