Margie has been an integral part of Tom Deichert’s team for more than 30 years, serving as both Client Service Manager and Office Manager. Her unwavering commitment to excellence and meticulous attention to detail have made her indispensable.
With quiet confidence and extreme humility, Margie ensures that every task is executed flawlessly. Whether it’s managing back-office responsibilities, coordinating sensitive client requirements, or finding solutions to complexities, she approaches each endeavor with grace and precision. Her organizational skills are legendary, and she effortlessly juggles multiple priorities simultaneously.
But it’s not just her efficiency that sets her apart. Margie brings a positive energy to the firm that’s contagious. Her warm smile, sunshine voice, and genuine interest in others create an inviting and highly effective atmosphere. Clients have come to rely on her not only for her professional competence but also for her kindness and empathy as well.
The bond Margie has with Wealth Solutions is exemplified professionally and personally. Serving as Tom’s right-hand assistant, their synergy is evident in the seamless way they work together. Clients often comment on the trust they feel when interacting with either and often both. Margie anticipates needs before they arise, ensuring that the firm’s work can stay focused on helping clients realize their best financial lives.
In her spare time, Margie enjoys shopping, fitness, spending time with her husband Larry and taking walks with Bento, their black labradoodle. A native of Hawaii, Margie exemplifies an Aloha spirit that is infectious and touches everyone she meets.
Margie is a trustee for the Lillian Shimasaki Charitable Trust, which benefits wildlife (think Snow leopards) as well as causes for the positive development of children. Its continued donations are making a profound impact throughout the local community and the world.