Principal & CEO
Margo began her career in the insurance industry in 1987. After four years as a company marketing representative, she started The Annuity Source, Inc. with a mission to offer the best products with exceptional service to financial professionals. Margo has served on multiple advisory boards during her insurance career and has represented over 50 insurance carriers. She is a graduate of the University of Washington. Margo enjoys skiing, biking, reading and cheering on her kids from the sidelines. She resides in Bellevue, WA with her husband Tom and their two children, Mariah and David.