Financial Planner
CFP®
msegrave@merceradvisors.com
Maggie’s analytical mindset, attention to detail, and passion for helping others led her to a career in financial planning. Prior to Mercer Advisors, she spent three years as an investment research associate and client service representative at an RIA located in Dexter, Michigan. Maggie earned a bachelor of arts degree in finance and completed the Financial Planning & Wealth Management program at Michigan State University. In March 2023, she continued her education by attaining CERTIFIED FINANCIAL PLANNER™ certification. Originally from Saint Joseph, Maggie enjoys going back to visit the beaches along Lake Michigan. In her free time, she loves traveling, running, cooking, and being with family and friends.
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