Minority Owner, COO, Investment Advisor Representative
Maggie graduated with a Bachelor of Science degree in Financial Counseling and Planning from Purdue University in West Lafayette, IN. She is the Chief Operating Officer and minority owner of Financial Plans & Strategies, Inc. Maggie is also a Registered Investment Advisor Representative.
Maggie is Mick’s youngest daughter and returned to Financial Plans & Strategies in 2015 to help transition the business from the Broker Dealer to the current Registered Investment Advisor firm structure. Previously, Maggie worked as a retirement specialist and personal advisor at Vanguard in Charlotte, NC.
At Financial Plans & Strategies, Maggie has seen many sides of the business. At a young age, she helped with document preparation and provided administrative support. Upon her return to the firm in 2015, Maggie assisted in the preparation of retirement presentations and was an integral part of the team during the transition to Financial Plans & Strategies' fee-based structure. Maggie serves on the Investment Committee and manages the investment management asset allocation system. She oversees the intern program which pairs with local universities. Maggie partners with clients to provide guidance on investments, education projects and retirement planning.
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