Minority Owner, 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 a minority owner and Registered Investment Advisor.
Maggie is Mick’s youngest daughter and has returned to Financial Plans & Strategies in 2015 after having worked as a personal advisor at Vanguard in Charlotte, NC.
At Financial Plans & Strategies, Maggie has seen many sides of our business. At a young age, she helped with document preparation and provided administrative support. Upon her return to the firm in 2015, Maggie assisted Mick and Kris in the preparation of retirement presentations and was an integral part of the team during the transition to Financial Plans & Strategies' fee-only structure. Maggie serves on the Investment Committee and manages our investment management asset allocation system. She oversees our intern program which pairs with local universities. Maggie partners with clients to provide guidance on investments, education projects and retirement planning.