Maggie joined the team with a strong background in financial operations and client service. She holds a bachelor’s degree from Saginaw Valley State University and the Financial Paraplanner Qualified Professional (FPQP®) designation from the College of Financial Planning.

Since beginning her career in 2020, Maggie has supported advisors and clients through appointment preparation, scheduling, and account management. She’s experienced with platforms such as Orion, Orion Planning, Wealthbox, Schwab Advisor Center, Fidelity Wealthscape, eMoney, and various annuity and insurance systems. Above all, she’s passionate about helping clients reach their financial goals with confidence.

Originally from Columbiaville, Maggie now lives in Burton with her husband, Jake, and their Mini Aussiedoodle, Dolly Bark’N. Outside the office, she enjoys traveling, camping, running 5Ks, cooking, and cheering on the Detroit Lions. She was born in Germany, loves country music, and is always up for discovering a great new restaurant (especially Chinese hot pot or pizza from Mootz!).