My Team
I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.
If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.
Margaret Y Young
Margaret has been with Steve's team since April 2006. She is an Associate Financial Representative and holds her securities and insurance licenses. Margaret is highly effecient in addressing client needs and has established long-standing relationships with our clients.
Currently Margaret completes insurance-related paperwork, handles the underwriting process and supports policy owner services. Additionally, she handles all investment paperwork and trade request and has an in-depth knowledge of Northwestern Mutual's investment system and processes. Margaret also manages the calendar for all scheduling related items.
