Client Services Manager
- Serves as the administrative representative for the firm
- Prepares all necessary paperwork for client account forms
- Manages and ensures account processes and communicates to clients through transitions
Maggie has been in the financial services arena for 10 years, initially as an executive administrative assistant and then as a client liaison for two large Forex firms. Later, she was a new accounts administrator for a large independent introducing brokerage firm, specializing in future commodities. After relocating from Chicago in 2012, Maggie joined a large national bank as a senior client solutions specialist and ultimately joining Pathfinder Wealth Consulting in October of 2016 as the client services manager. Maggie has always enjoyed assisting clients, working in a team environment, organization, and meeting new people.
She received her BS in politics & government and philosophy, with an emphasis in legal studies, from Illinois State University. Maggie and her husband, Phil, enjoy the coastal lifestyle by fishing or spending time at the beach with their dog, Luke. In her free time, Maggie is an avid reader who enjoys physical fitness, as well as art and design.