Maggie earned her B.S. in Accounting from Truman State University. She began her career as a CPA working at KPMG LLP, Gelfand Rennert and Feldman LLP, and then RubinBrown LLP. While at RubinBrown, she served as manager in charge of the Family Office Services Group. Looking to further her personal connections with clients, Maggie joined former employer investment advisory firm Moneta Group in 2012 as a professional consultant and moved with her whole team to Clayton Financial Group in 2015. Maggie is also a Certified Financial Planner™. Working as a financial planner allows Maggie to do what she loves most – help others, serve clients to the fullest, and truly take care of each family. Maggie utilizes her passion for helping people to provide extraordinary service to clients. She works with her team to simplify complicated financial topics, including investments, tax planning, retirement, education planning, and smaller items, such as acquiring insurance quotes or finding the right credit card. Through all of these services and more, Maggie strives to make clients’ lives easier.