Maggie is an indispensable part of the client experience at Waypoint Family Office. She expertly balances administrative tasks with client-facing duties, frequently answering questions about investments, insurance, and tax optimization. Her ability to present complex financial concepts in a clear and understandable manner empowers the team to consistently deliver excellent, responsive service.

When she entered the industry 20+ years ago, Maggie was fortunate to be mentored by Suhel Popatia. Since that time, Maggie has fostered her passion for continuous growth and learning. Her greatest strength lies in serving clients in a timely manner with meticulous attention to detail, making her a trusted point of contact for their questions and concerns.