Good Morning!
I'm very happy to introduce you to the newest member of the Eagle Ridge Wealth Advisors team. Maggie Klokkenga (pronounced clock-en-gay) will be joining us as a financial advisor!
Nothing will change for existing clients except having another valuable team member in your corner. Maggie will assist with preparing new and reviewing existing financial plans, assisting at educational events, and be a quite capable extra set of eyes/ears and resource to support our team in any manner.
Maggie and I have had an ongoing dialogue over the past few years consisting of all things in the financial planning world, our local community, and the world in general.
Maggie earned her Certified Public Accountant (CPA) designation in 1997 upon graduating from Truman State University with a Bachelor of Science degree in Accounting. She then became an auditor at one of the Big Six accounting firms where she honed her skills at preparing work papers, which transferred over to financial plans 15 years later. But before that, she switched to taxes and joined a regional Midwest public accounting firm, preparing and reviewing taxes for high-net-worth individuals, trusts, and family limited partnerships.
Maggie decided that she wanted to help people with more than just their taxes, so she left the public accounting field in 2012 and joined a large boutique RIA in St. Louis, Missouri. She followed her small team to a newly created RIA in 2015, attained the CERTIFIED FINANCIAL PLANNER™ designation in 2016, and moved to central Illinois later that year. Rather than driving back and forth to St. Louis, she decided to branch out on her own and now enjoys supporting the ERWA team.
Off the clock, Maggie stays busy in her free time with her husband and three boys playing board games and being a chauffeur. She also enjoys walking outside and supporting her local community by volunteering for Junior Achievement of Central Illinois, including being Vice President of their Morton Board and volunteering for the Morton Chamber of Commerce.
She also joined me as an interview guest on the Retire Your Way Radio podcast in August 2021, in
Episode 35 where we talked about money mindset.
Maggie is very gregarious, has a contagious smile, and Dawn and I are both looking forward to working with her and adding even more value to all of our clients!
Thanks and have a great weekend.
Cordially,
Tim
