After leaving a career in finance to raise a family, Maggie joined our team in 2013. She currently spearheads our marketing efforts and leads our team in finding ways to continually enhance the client experience.
Maggie understands client needs and focuses on helping to provide the highest levels of exemplary service and attention to detail. She is also responsible for introducing our team to successful people who are looking to make more informed financial decisions. Her strong finance background combined with her warm and engaging personality make Maggie a welcome member of our team and an invaluable partner to our clients.
Maggie graduated from Boston College in 1995 and began her career at Morgan Stanley Investment Management. She is also licensed as an investment advisor representative. Maggie lives in Port Chester, New York with her husband Scott and their four children, Ryan, Morgan, Sean, and Casey.