About Me
Maggie began in the financial services industry as a CPA working at public accounting firms providing tax planning for high-net-worth families. When she realized that she wanted to do more than just taxes, she joined an independent RIA to provide comprehensive financial planning. Several years later, she went even further and founded her own RIA because she saw a need for people to receive help first with their cash flow to identify where their money was going, THEN decide whether that was the continued right course of action for their hard-earned money.
Missing being on a team and not loving being a CEO (Chief Everything Officer) with the RIA, Maggie joined Abundo Wealth. She had already been referring financial planning prospects to Abundo since she said, "They're doing what I'm doing, but at a lower price!" She loves interacting with her fantastic team and clients everyday. As a financial planner, Maggie is passionate about helping her clients align their money with what they truly value. Outside of work, Maggie is a very busy wife and mom of three youngish boys (still chauffeuring for a few more years!).