Soar to Success February 2018

SOAR TO SUCCESS / February 2018 / Feature Article “Marguerite, it occurred to me today how especially grateful I am to you for taking care of my affairs so faithfully and competently, with my best interest in mind! I was just contemplating the staggering amount of information that I don’t have, but you do. Gratitude is not a strong enough word, in any case thank you!” Another client took the time to write, “Again, thank you. You’ve been an angel in your guidance through the years.” Marguerite’s goal is to use her financial knowledge to continue serving middle income individuals make better informed financial decisions. Marguerite noted: “Every Family Needs A CPA!” Marguerite does not live by accounting alone. She and her husband love to travel. They have visited many exotic spots around the world including, Northern Europe, Southeast Asia, Singapore, Borneo and Paraguay. Borneo proved to be a unique experience, as they met with the grandchildren of former headhunters. One of her siblings adopted children from Paraguay and learning about their heritage and background on a trip to that SouthAmericanCountry, was very informative. She especially loves Gettysburg and the hallowed history that lives in those Pennsylvania hills. Both she and her husband also enjoy concerts. Apollo’s Fire, Les Delices, Quire, the Cleveland Pops, Cleveland Orchestra and the Cleveland Jazz Orchestra are all on her greatest hits list. In addition, they attend the theatre as often as possible, especially, musicals and Shakespearean plays. Marguerite quipped; “So many interests, so little time!” Marguerite stays active professionally outside of her business, as well. Her main interest lies in NAWBO Cleveland, formerly the Women Business Owners Association (WBOA). She was involved soon after WBOA started in 1981. “At the time, there were no organizations for women in Cleveland and we didn’t know if there were many businesses owned by women. We started with eight women meeting in a rented roomat theWomen’s Space at Playhouse Square.” She is also active in the Cleveland Chamber of Commerce, but NAWBO is most dear to her heart.