Director of Client Services & Compliance Officer
Maggie joined the firm in January 2022 after a career pivot away from politics and public relations. In her role as Client Services Director, she is often the first point of contact with our clients. Her organizational nature and heart for service fuel her to ensure your daily and ongoing needs are satisfied to the best of our abilities.
Recently, Maggie’s responsibilities have expanded to that of a Compliance Officer. She helps ensure Legacy Wealth Management fulfills and exceeds our clients’ expectations, while remaining aligned with industry regulators.
In 2024, with the goal of becoming better equipped to serve our clients, Maggie became a CERTIFIED FINANCIAL PLANNER® Professional. She completed the executive education program for CFP® certification through the Terry College of Business at the University of Georgia.
Maggie is a Jackson Metro native and graduated from Mississippi College (now Mississippi College University) in 2017. She is a lifetime pianist who also dabbles in other creative pursuits like painting, graphic design, and baking. She and her husband enjoy traveling to complete scenic hikes, with a goal to visit the top 100 across the country.