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Margo Schlotfelt

Administrative Assistant
Financial Planning Division

Margo Schlotfelt

Margo provides operations and administrative support to the FP Division and the wealth advisors. She brings to NCH many years of strong administrative experience in the services sector.

Prior to joining NCH, she handled escrow transaction processing for a large real estate team in Brea and held office management responsibilities supporting 10 financial advisors, a real estate developer and property management professionals.

Additionally, she garnered specialized experience supporting attorneys who specialized in intellectual property, antitrust, environmental and white collar criminal defense.

Margo is a registered California Notary Public.

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All Securities through Money Concepts Capital Corp.  Member FINRA/SIPC
11440 N Jog Rd., Palm Beach Gardens, FL  33418  Tel: (561) 472-2000
NCH Wealth Advisors and Money Concepts are not affiliated.