Maggi holds a BA in Political Science from Santa Clara University and launched her career at Callister, Broberg & Becker, where she served as Office Manager and paralegal for over two decades. In this role, she led the firm’s probate and post-death proceedings, developing deep expertise in legal processes and client relations. After completing the Investment Advisor Certified Compliance Professional (IACCP) Program, Maggi now serves as Director of Compliance at Vantage Wealth, where her legal background, management acumen, and client-focused approach align seamlessly with the firm’s mission.
A dedicated mother of three, with two stepchildren, Maggi divides her time between Pasadena and Palm Springs with her husband, James. Outside of work, she enjoys exercise at Orangetheory, golf, travel, following sports, and discovering the abundant restaurant treasures throughout Los Angeles.
