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Margaret Tipsword - Rehmann

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Margie Tipsword | CLU, ChFC, CASL, CRPC® | Director of Client Services and Business Development

Traverse City, MI | 231.946.8761 | Email | Linkedin
Video Introduction

Education

Bachelor of Science, Accounting
Ferris State University

Bachelor of Science, Psychology
Western Michigan University

Memberships

Munson Medical Center Corporate Advisory Board Member

Zonta Club of Traverse City Board Member

Economic Club of Traverse City

Festival of Trees Gala Volunteer

Leadership Grand Traverse Alumni

Service Areas | Business Development for Northern Michigan, Healthcare and Practice Management, Comprehensive Financial Planning, Wealth Management Services, Retirement and Estate Planning, Client Ambassador

Margie is Director of Client Services and Business Development with Rehmann and is based in our Traverse City office.  She is responsible for new business development and practice growth in the Northern Michigan region and also serves as a Client Ambassador.

Experience

Margie specializes in using a consultative approach with clients to learn about their business plans and to offer options and comprehensive financial solutions. Working with a team of professionals who know how to listen, research, collaborate, learn from experience, and innovate to come up with comprehensive answers to complex problems, Margie can provide valued business solutions to companies, organizations, and individuals. Margie believes that the long-term success of our clients depends on working with people who care as much about their future as they do.

Margie’s primary objective is to ensure that our team is exceeding our clients’ expectations. By always putting our clients’ interests first, she develops a deep understanding of their business and personal goals.

Prior to joining Rehmann, Margie was a Senior Private Banker with Wells Fargo in Traverse City and she also worked at Fifth Third Bank in Private Client Services as a Vice President and Private Banker. During her 18 years as a Private Banker, she delivered personalized client service as a trusted advisor for both individuals and their business.

Thought Leadership

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