Maggie was born and raised in Middlesex County, NJ and now resides in Atlantic Highlands with her husband and their dog. She attended Seminole State College in Florida. Her career started at Full Sail University where she worked in the Admissions, Financial Services, and Veteran Affairs departments. Maggie joined our team in December of 2021. Her responsibilities include all outbound communication and scheduling meetings. Requesting, collecting, and consolidating tax and financial information and documents for annual or special situation updates of client financial plans. She assists with our online portal technologies. Also, maintaining client files, office equipment, and supporting the team on various projects.