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Client and Corporate Services

Biography

Maggie is a Principal based out of the San Diego office. She is responsible for training, management and leadership within the Client Services department.

Prior to joining Cerity Partners, Maggie spent over 10 years at West Coast Financial, starting as a Client Service Associate and then being promoted to Director of Client Services where she served in that capacity for 5+ years.

In her spare time, Maggie enjoys camping, hiking and reading with her husband and son. Maggie is a voracious reader and always appreciates a good book recommendation!

Learn more about my practice.

Education

  • B.A. Global Studies from the University of California, Santa Barbara (UCSB)

Highlights

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Here are some valuable insights to read before your meeting

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Cross-Border Planning

Moving to the UK: The Foreign Income and Gains Regime for US Expats and Returning UK Citizens

February 4, 2026 - In April 2025, the UK replaced the long-standing remittance basis regime with a new foreign income and gains (FIG) regime. The shift moves the UK…

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