Maggie has been working in the financial services industry since 1994, with experience in Relationship Management and Financial Planning. She serves the Monroe County communities and resides in Penfield with her three children.
Serving College Town, Mendon, Penfield, and Pittsford Bank Offices.Canisius College, Masters of Business Administration
Canisius College, Bachelor of Science in Finance
Completed Financial Planning Certification CurriculumCERTIFIED FINANCIAL PLANNER™ certificant
Certified Divorce Financial Analyst
® practitioner
FINRA Series 7, 63 & 65 registration
New York State Life Insurance licensed
Member and Past President, The Financial Planning Association of Greater Rochester
Board Member, The Eastside YMCA Board of Management
Board Member and Alumni Liason, St. Joseph School Foundation
Past Board Member and Past President, The Professional Women of the Finger Lakes
Past Board Member and Past President, Ontario Yates Fund for Women and Girls
Past Board Member, The Coordinated Child Development, Inc.
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Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Advisory services are only offered by Investment Adviser Representatives.
Investments are: *Not FDIC insured *May lose value *Not bank guaranteed *Not a deposit *Not insured by any federal government agency.
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