It’s difficult to find a career that you’re passionate about and excites you day after day. I am one of the lucky ones!
Originally from Davis, CA, I have been fortunate to live in and experience many different places before making Los Gatos my permanent home. After graduating with a Bachelor of Science degree from Iowa State University, I earned my AAMS® designation from the College of Financial Planning. Prior to joining Edward Jones in 2014, I worked in customer service and educational technology sales.
My branch office administrator, Michelle Broback, and I have established a system that both educates and empowers our clients. Our process ensures clients understand the risk, set a time horizon and create realistic goals as we monitor accounts through quarterly check ins and goal reviews. We find value in servicing individuals and families in transition. We feel we are most impactful when assisting with job changes, divorces or dealing with a death in the family. During this time, there's a lot to think about, so we partner with you, educate you on your options, things to consider and the steps to move forward.
In addition to serving the financial needs of Los Gatos, I am also committed to giving back to the community through volunteer work and service. I am a proud member of the Los Gatos Morning Rotary, P.E.O. and St. Joseph’s Catholic Church. In my free time, I enjoy spending time with friends and family, reading, traveling, wine tasting and walking with my dog, Scout.
If you are looking for a dedicated team that will coach you to your financial goals, I invite you to try the Edward Jones experience on Church Street.
- Retirement Income Strategies
- Wealth Strategies
- Divorce Finances
- Estate & Legacy Strategies
- Retirement Savings Strategies
My Personal Interests
- Wine Collecting/Enthusiast
- Spending Time with Family
Office Address101 Church Street
Los Gatos, CA 95030
Phone NumberMaggie Klein at (408) 354-5336
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 04:30PM|
|Sat||By Appointment Only|
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More
Tax resources and client statements
Make informed investment and tax decisions with helpful and clear information.Learn More