The Team

Whether it’s saving to buy a home, traveling or simply feeling confident that you’ll be able to live the retirement you’ve worked hard for, having a sound investment strategy is key to achieving your financial goals. Using our exclusive Confident Retirement® approach, we work one-on-one with our clients to understand what’s most important to them. With an understanding of their risk tolerance and personal preferences, we can offer personalized advice that helps them balance important retirement income needs against the needs of today.

Our Advisors

Margo Castro

Margo Castro

Financial Advisor

More about me...



Top Areas of Focus

  • Women's Financial Strategies
  • Domestic Partner Planning
  • Retirement Planning Strategies


Bachelor of Science, Systems Engineering, University of Virginia


Our Staff

Vivien Smith

Executive Assistant