I’ve always had a passion for helping others.
It started when I was 4 years old in Davis, California. I grew up in a full house complete with three brothers, two birds, a dog, a bunny and a handful of lizards. Needless to say, we were all pretty busy. But I was never too busy to help my brothers with the little things like rebuilding their red, battery operated jeep, picking out prom outfits or building intricate forts in the local green belt park. Any time I could pitch in or be of service, I was happy.
Fast forward to college and I found myself at Iowa State University still gravitating toward activities where I could help others. I joined the Greek community where I became the community service director and helped increase school spirit by performing as the school mascot. This is where it clicked for me that my career needed to be in service. After graduation, I moved to San Francisco and quickly got hired by a tech company as a customer service representative. I really enjoyed my career there, but realized I was still searching for something that had a bigger impact in the community.
This search ultimately led me to a career at Edward Jones where I help families plan financially to lead fuller and brighter futures. With the help of my Branch Office Administrator, Winsome Woodland, we serve independent women and families in the Laguna Beach area. We host educational events that empower individuals to ask the right questions and help clients feel confident about their financial futures. Most of our clients are driven and successful professionals, but they often feel lost when it comes to financial strategies. My goal is to partner with you and your family, and to come up with a strategy to organize, build, protect and transfer wealth.
My husband, Michael, and I recently relocated my business to Laguna Beach from the Bay Area. We are excited to raise our Sheepadoodle puppy, Scout, in our very favorite town near close friends and family.
- Retirement Income Strategies
- Wealth Strategies
- Divorce Finances
- Estate & Legacy Strategies
- Retirement Savings Strategies
My Personal Interests
- Wine Collecting/Enthusiast
- Spending Time with Family
- Animal Rescue
Phone NumberMaggie Klein at (949) 499-4028
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