Maggie has been with Pure Financial Advisors since 2010. As Pure’s Client Service Manager, she works alongside the Operations team contributing to the development and implementation of organizational strategies, policies and practices.
Supporting the firm’s growth, Maggie plays a key role in training new employees in her department. Maggie works with the advisors and service team members to ensure outstanding client service and provide solutions in complex circumstances. She interfaces with our clients’ custodians for account maintenance, processing transfers, and preparing forms.
Prior to joining Pure Financial Advisors, Maggie worked at a large wealth management firm in La Jolla and as an Office Administrator for a local non-profit organization in East County. She received an Associates of Arts degree from Grossmont College and currently is a Notary Public.
As a proud San Diego native, Maggie enjoys being outdoors with her husband, Nate, and son, Lucas.You can catch them at Petco watching the Padres, exploring the local beaches and hiking trails or spending time with friends and family.