Our Team

Maggie McNinch

Maggie McNinch

Operations Coordinator

With 8 years of experience in the financial services industry, Maggie McNinch joined our team with a strong focus on insurance products.  She earned her Bachelor of Science degree in Business Management from Niagara University and holds Series 6 and 63 licenses.  She is currently licensed for Life, Accident, and Health Insurance products.

Maggie is charged with staying atop the ever-changing compliance regulations and ensuring up-to-date records management.   She is responsible for and takes pride in creating proprietary tools to assist with planning and investment strategies and ensuring account paperwork is prepared and processed timely.  Maggie verifies our systems are up-to-date and running smoothly so we are always current on technology and able to serve our clients efficiently and effectively.

In her spare time, Maggie enjoys staying active, reading, and spending time with her family. She chose to pursue a career in the financial services industry because it’s stimulating, challenging, and fast-paced.

Connect with Maggie