“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., Divorce Wealth Planning Team
Margo joined Rothschild Capital Partners in 2023. Prior to joining RCP, she was a partner at an investment advisory and financial planning firm in Maryland. Her career has navigated a distinct mix of purpose and profit. On the purpose front, she’s been a professional fundraiser, has served on the boards of numerous philanthropic organizations, is active in women-led philanthropy, and co-launched a 501(c)(3). Over the last eight years, she has been a wealth planner with a focus on purpose-driven individuals and their families navigating life’s complexities and opportunities, including issues like divorce and business transition. She holds the following professional designations: CFP® (Certified Financial Planner), CDFA® (Certified Divorce Financial Analyst), CAP® (Chartered Advisor in Philanthropy) and CFRE (Certified Fund Raising Executive). She has a BBA in Marketing from the University of Miami, and she writes and speaks regularly on topics like financial abuse, financially preparing for divorce, financial recovery, modern family planning, philanthropic strategy, living your purpose, and collaborative financial planning and investment management.
John joined the Rothschild Capital Partners as General Counsel in 2023 to support the implementation of our wealth and engagement planning offerings and to deepen our due diligence capabilities. Prior to joining RCP, John worked as an attorney handling complex matrimonial matters for high-net-worth families. In this role, John provided legal and advisory services to clients covering litigation strategy, personal matters, and financial issues (e.g., real estate finance, and business valuation/buyouts). He negotiated high-stakes financial settlements for his clients, and he is a trained mediator.
John also has extensive experience collaborating with both financial planners and accountants on behalf of his clients. Before starting his career as a litigator, John served as law clerk to the Family Judge-In-Charge at the trial court of the most populous county in the State of Maryland and as Summer Counsel at the Harvard Legal Aid Bureau. John has a BA from Tufts University and a J.D. from Georgetown University Law School.
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.
