As the Director of Client Services, Maggie works closely with Paul and Darrin to ensure that client satisfaction is maintained through ongoing client interaction and general support. She helps to manage client accounts, process transactions, and resolve any issues that may arise.
Maggie joined the FSI Wealth Management team in October 2019, bringing a wealth of knowledge and experience with over 11 years in the financial services industry.
Maggie is a San Diego native with a husband and young son. In her free time, she enjoys exploring the many outdoor adventures of San Diego from the beaches to the mountains, reading a good book, and playing games with her family.