Maggie is a Senior Financial Advisor at Secure Money Advisors, working with both new and established clients to implement and monitor their retirement plans using a comprehensive five-step approach.
She is also the Director of Client Services, overseeing the department to ensure accuracy, efficiency, and an excellent client experience. Maggie is an Investment Advisor Representative with a Series 65 license, as well as Life, Accident, and Health licenses. A native of Zelienople and a University of Pittsburgh graduate, Maggie has been with Secure Money Advisors since 2008, making her the longest-tenured employee. Outside of work, she enjoys music, art, reading, and perfecting her sourdough bread recipe—a passion inspired by her childhood love of cooking and baking with her grandmother.