Maggi brings over 24 years of financial industry experience to her practice. Maggi values her client relationships and delights in her role as an educator to her clients, helping them create tangible goals for their financial life.
Prior to joining FBB Capital Partners, Maggi spent 12 years at Charles Schwab & Co., Inc., specializing in assisting families and high-net-worth individuals and foundations.
Maggi holds a Bachelor of Science degree from Radford University and is a Certified Financial Planner® practitioner and a NAPFA associate with the National Association of Personal Financial Advisors (NAPFA).
Maggi and her husband Pete, a retired Marine Corps Colonel, live in her native Virginia. As the parent of two children, Maggi is very active in their sports activities.