Office Manager or our Insurance Division
Maggie has a background in the insurance industry. She is not an employee or involved with managed money or any securities product or paperwork of our firm, only our insurance products. She worked for the City of Anaheim in their collections division for over 11 years. Since 2002, Maggie has been responsible for handling all the paperwork and everything that happens behind the scenes in the office for Wealth Management Strategies Insurance Division. She always has a smile and loves helping and taking care of our clients.