“Even the most savvy individuals may feel overwhelmed while navigating the stormy waters of a divorce. We work alongside you to prepare and guide you toward a comfortable financial outcome.”
- Margo Cook, CFP®, CDFA®, Divorce Wealth Planning Team
“No divorce is the same, and we adapt our process to the singular needs of our clients and their counsel. If working alongside an attorney, we learn about their process and preferences, and we collaborate in cohesive partnership to support our client.”
- John Dame, Esq., CDFA®, Divorce Wealth Planning Team
Margo Cook leads the Wealth and Engagement Planning division at Rothschild Capital Partners, where she oversees financial planning, investment management, and advisory services for individuals and families navigating complex life transitions. She works collaboratively with clients and their professional teams to translate complexity into clarity, with a particular focus on divorce, business transitions, and purpose-driven wealth.
Margo brings more than a decade of experience advising high-net-worth individuals and families, combining rigorous financial analysis with a deep understanding of the emotional and practical realities that shape financial decision-making. Her work regularly involves cash flow modeling, retirement and pension analysis, complex compensation, and long-term scenario planning, as well as close collaboration with attorneys in negotiation, mediation, and litigation. She also leads clients through post-divorce implementation and long-term wealth planning, ensuring continuity between settlement outcomes and real-life financial stability.
A piece of Margo’s practice centers on identifying and addressing problematic financial dynamics, including economic abuse. She has collaborated with a leading researcher in the field and helped develop practical frameworks used by attorneys and advisors to recognize patterns of coercive financial behavior and evaluate their impact. She speaks nationally to attorneys, judges, and multidisciplinary professionals on wealth planning, economic abuse, and the financial realities facing modern families.
Before joining Rothschild Capital Partners in 2023, Margo was a Partner and Director of Financial Planning at an advisory firm in Maryland, where she helped build the firm’s planning practice and served on its investment committee. Earlier in her career, she worked in professional fundraising and philanthropy, including as Director of Giving at a major hospital foundation, and she remains deeply engaged in philanthropic strategy and governance.
Margo holds the CFP®, CDFA®, and CAP® designations and earned her BBA in Marketing from the University of Miami.
John Dame joined Rothschild Capital Partners in 2023. He supports the firm’s advisory and investment platform, bringing a legal framework and analytical discipline to complex matters, helping clients and advisors understand how legal structures shape financial outcomes over time.
Prior to his work at RCP, John practiced family law, representing high-net-worth individuals in complex matrimonial matters involving substantial assets, business interests, real estate, and intricate compensation structures. He advised clients on litigation strategy, negotiated high-stakes financial settlements, and is a trained mediator. This background allows him to translate legal risk, process, and consequence into practical financial planning and investment insight.
At Rothschild Capital Partners, John plays a central role in the firm’s divorce wealth planning practice, advising on complex asset structures, retirement and compensation issues, and long-term financial risk. He works closely with attorneys, financial planners, and investment professionals to ensure that legal decisions are evaluated through an economic lens and reflected accurately in long-term plans. He also helps shape internal due diligence standards, advisory frameworks, and cross-disciplinary collaboration.
John speaks to attorneys, judges, and multidisciplinary professionals on divorce wealth planning, economic abuse, and the financial implications of legal decisions. He also works with couples before marriage, helping them understand the legal and financial architecture of marriage, clarify expectations, and make informed decisions about how they will manage money together.
In addition to his work at Rothschild Capital Partners, John advises the Rothschild Foundation, working with the board and leadership on charitable strategy, governance, and complex giving matters.
John holds a Bachelor’s Degree from Tufts University, a juris doctor from Georgetown University Law Center, the Certified Divorce Financial Analyst® professional designation, and is an investment adviser representative.
Sara is a graduate of Florida International University, where she earned both a Bachelor of Science in Business Administration and a Master of Science in Mass Communication.
Prior to joining Rothschild Capital Partners in 2024, Sara spent her career working in both the healthcare and hospitality industries, with a focus in account and project management, sales initiatives, event execution, and concierge services. She specializes in providing clients with ongoing support, ensuring their needs are fully understood and met.
Maddie joined Rothschild Capital Partners in 2025 as a Wealth Planning Analyst. She is a recent graduate of Miami University (Ohio), where she earned a Bachelor of Science in Business. While completing her undergraduate degree, Maddie interned with a management consulting company and several investment advisers. Maddie also participated in activities during her undergraduate years, including the co-founding of the Leukemia & Lymphoma Society Club.
She was born and raised in Baltimore County, Maryland, and adds to Rothschild Capital Partners’ significant connections to the Mid-Atlantic region. Maddie is an Investment Adviser Representative.
