Client Services Manager
E-mail: [email protected]
Maggie is the client services manager for Pathfinder Wealth Consulting. She facilitates financial transactions for new and existing clients, including processing account documentation, transfer of assets, rollovers, and general account maintenance.
Maggie has been in the financial services arena for 12 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 joined Pathfinder Wealth Consulting in October 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 and government, minor in philosophy, with an emphasis in legal studies, from Illinois State University. She, along with her husband, Phil, and their son Thomas, enjoy the coastal lifestyle by spending time at the beach with their dog, Luke. Maggie loves spending time with her family and friends, enjoys physical fitness, as well as art and design.