As a Client Planning Specialist with the Doche Financial Consulting Group, Maggie combines extensive industry experience, financial planning expertise, professionalism, and integrity to deliver exceptional client service and comprehensive financial planning solutions. Her commitment to accuracy, efficiency, and personalized support helps clients navigate their financial goals with confidence.
Maggie brings more than 20 years of experience in the financial services industry, having served in both investment and retail banking roles. Her deep understanding of operational processes and client service enables her to address client needs in a timely and accurate manner. In 2022, Maggie earned her Certified Financial Planner™ (CFP®) certification to further enhance her ability to assist clients across all areas of financial planning.
Maggie graduated Cum Laude from Colorado State University with a bachelor's degree in Applied Mathematics. She holds Series 7, Series 66, and Series 9/10 securities registrations, as well as insurance licensing in the State of Arizona.
Outside of the office, Maggie and her husband, Randy, share a passion for travel and have spent many hours exploring new destinations through cruising and international travel. They also enjoy attending a variety of sporting events, particularly college football, and frequently travel to both home and away games to support their favorite teams.
When she is at home, Maggie enjoys staying active by going for a run or relaxing with a good book. Whether traveling the world, cheering on a team, or enjoying a quiet afternoon reading, she values experiences that foster learning, connection, and personal growth. These same values are reflected in the thoughtful and client-focused approach she brings to her work every day.
CA Insurance License Number: 0M77435. Resident State: AZ
“Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.”
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