Our Team People first. Finances second.

Maggie serves as Client Services Manager for Pathfinder Wealth Consulting, where she leads a team dedicated to providing exceptional client service. She oversees all client-related operations, including complex client transfers, support during significant life events, and the onboarding process for new clients, ensuring the smooth and efficient delivery of these services.

Maggie has focused on client service within the financial services industry since 2007, beginning her career in Chicago, Illinois. Her experience includes roles as an executive administrative assistant at Global Forex Trading, a client liaison at ODL Securities, Inc., and a new accounts administrator at Daniels Trading, an independent futures brokerage firm. Since relocating to Wilmington in 2012, Maggie has focused on wealth management, serving as a senior client solutions specialist at PNC Bank before joining Pathfinder in October 2016. She brings strong organizational skills, a client-centric approach, and loves working in a team environment while connecting with people.

Maggie holds a BS in Politics and Government with an emphasis in Legal Studies from Illinois State University.  Family is important to Maggie; she and her husband, Phil, are busy raising their two sons, Thomas and Matthew, and love spending time with them at Topsail Beach.  You’ll often find them cheering on their sons at their sporting events.  In her “free” time, Maggie enjoys fitness, art, design, stand-up comedy, anything Chicago, and a great slice of pizza.

Professional Certifications, Licenses, and Designations:

• Professional Skills for Client Life Transitions Master Class, Corgenius

Community Affiliations:

• WILMA’s Women to Watch Leadership Initiative (2019)