Margo Keegan serves as Regional Director for Dunham’s Midwest region, bringing specialized expertise in financial strategies for business owners. As a Certified Exit Planning Advisor (CEPA), she guides clients through complex business transitions, focusing on exit planning and tax optimization. Her approach balances analytics with genuine empathy, recognizing that business exits represent both the culmination of decades of entrepreneurial work and a significant emotional milestone for owners.

Known for simplifying complex financial concepts, Margo has become a trusted advisor to financial advisors throughout the Midwest. She regularly conducts workshops and seminars on various estate, tax, and trust strategies that preserve family legacies. Advisors frequently leverage her insights to differentiate themselves and capture planning opportunities.

Her early experience in corporate finance at Kiewit provided her with a strong foundation in financial analysis and operations. Margo was also selected to participate in J.P. Morgan’s Winning Women’s Program, an initiative to develop promising female financial professionals.

Margo earned her Bachelor of Science in Business Administration with a concentration in Finance from San Diego State University. She maintains her FINRA Series 7 and 66 licenses. As a financial advisor-focused professional, she measures her success by the new incremental assets she helps her advisors raise.

When not assisting her financial advisors, Margo enjoys staying active on the pickleball court, where she channels her competitive spirit and strategic thinking. She also values spontaneous quality time with her close friends, believing that life’s richest rewards come from professional achievement and meaningful personal connections.