WHO WE ARE
Operations Manager, Wealth Management Specialist (WMS)
Licenses held: 63, 66
Maggie graduated from Ohio Wesleyan University with a bachelor’s degree in psychology. She worked for a government consulting firm in the Washington, DC area for a few years, before making a big move out west to pursue the next step in her professional career. Maggie joined the Peterson Wealth Services team in the spring of 2015 and has enjoyed learning more about the financial industry.
As the Operations Manager, Maggie supports the financial advisors in answering client inquiries, completing required paperwork, and providing excellent client service.
Maggie and her husband, Ben, currently live in Layton, UT with their energetic border collie, Ellie. When she is not working, Maggie enjoys working out at the local CrossFit gym, hiking with friends in the summer months, skiing with Ben in the winter months, and playing frisbee with Ellie all year round.
Phone: 801.475.4002 Ext.103
FINANCIAL PLANNING FOR TOMORROW
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1523 East Skyline Drive – Suite C
South Ogden, UT 84405
M - Th, 8:00am - 4:00pm
F, 8:00am - 2:30pm