Margene Shullaw
Concierge Manager

Email Margene Shullaw

As Concierge Manager, Margene works with our Life Transition Specialists and the rest of the Concierge team to make sure you have a positive service experience with us while confidently pursuing your goals. She works behind the scenes to make sure our operations are running smoothly so you can relax and focus your attention on the things that matter to you like attaining your “True Wealth.” From time to time you may hear from her about your accounts, or just to say hello.