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Margaret M. Saulon, CFP®

Margaret M. Saulon, CFP®

Chief Administrative Officer

Margaret Saulon has been in the Financial Services Industry since 1996.  She plays an integral part in planning, developing and establishing policies and objectives in accordance with the objectives of our organization. Margaret has multifunctional support responsibilities such as, but not limited to, administrative functions, data communications, human resources services, insurance, office services, etc.

Margaret also provides support and assistance to other functions and operating departments of the organization. She helps maintain a physical working environment that provides a positive, productive climate for operations through consistent follow-up, maintenance and planning.


State University of New York at Buffalo – Bachelors International Business

Fairleigh Dickenson University – Financial Planning Certification Program

Professional Designations, Affilations, Licenses and Registrations


Life, Health and Accident Insurance Licenses