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Start for FreeMargie Kosmerl
President @Blue Heron Financial Group
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WORK HISTORY
President @Blue Heron Financial Group
With over three decades of experience in the financial services industry, I’ve dedicated my career to helping clients pursue their life goals with thoughtful, caring investment advice. Starting in 1986, I gained a wealth of knowledge and insight before opening my own office 11 years later, with a focus on building deep, meaningful client relationships.As the President of Blue Heron Financial, I lead a team committed to providing personalized financial strategies, clear communication, and treating every client like family. Our mission is simple: to guide you toward your financial aspirations with care and expertise.Before finding my calling in financial services, I aspired to be a teacher or psychologist—roles that influence how I approach my work every day. By combining economic analysis, financial instruments, and a human touch, I aim to make a meaningful difference in my clients\' lives.Let’s connect and explore how we can work together toward your financial goals.Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to website section above. Third party posts found on this profile do not reflect the view of LPL Financial and have not been reviewd by LPL Financial as to accuray or completeness.FINRA: a list of states in which I am registered to do business, please visit
EDUCATION
Frostburg State University
Psychology
SKILLS
ABOUT MARGIE KOSMERL
President of Blue Heron Financial.
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