Employee Spotlight: Margaret Gooley

In celebration of Worley Erhart-Graves Financial Advisors’ 20th Anniversary, we are spotlighting our team members for their contributions to our success. This week, we are highlighting Margaret Gooley.

Q. Favorite Place Traveled and why?

A. Amalfi Coast, Italy. This was such a beautiful place and was full of interesting history. The authentic Italian food is also incredibly delicious and there were so many things to see and do.

Q. Interesting fact about yourself.

A. I played the cello and piano growing up and still love classical music to this day.

Q. Who or what shaped you as who you are today?

A. My parents for sure – they taught me to be independent, work hard for what I wanted, and to always be kind.

Q. What do you enjoy most about your job?

A. I love that the financial planning process is part science and part art, so I can use my practical side to make sure the math works and my creative side to customize plans to each client’s situation.

Margaret Gooley, CFP®, Worley Erhart-Graves Financial Advisors