Maggie brings empathy and trust to her role as a financial advisor, connecting with clients on a deep level to maintain open communication and personal understanding of their financial goals and the steps they should take to pursue them. Her approach to client service is rooted in developing financial confidence, long-term strategies and striving for generational wealth.
Prior to joining Raymond James, Maggie worked with Chase Bank. She graduated from North Central College in Naperville, Illinois, with a Bachelor of Arts degree in accounting and a minor in finance and psychology. She holds the Accredited Asset Management Specialist™ designation.
On a day-to-day basis, Maggie builds lifelong relationships with her clients, providing support, education and guidance that help them find the financial clarity that empowers them to make informed decisions. Her holistic approach encourages clients to build and maintain financial holdings through long-term planning and effective investment strategies.
Outside the office, Maggie enjoys traveling, spending time with family and cheering for her favorite sports teams. Originally from Naperville, Illinois, she continues to live and work in her hometown today with her husband, Zach.
AAMS® and Accredited Asset Management Specialist® are registered service marks of the College for Financial Planning.
There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss.
