Partner & Client Services Manager · Pathfinder Wealth Consulting · company speakers →
Maggie Ernst is the Client Services Manager at Pathfinder Wealth Consulting, an independent advisory firm specializing in financial planning and asset management, which celebrates its 20th anniversary this year. At Pathfinder, Maggie leads the client services team, managing asset movement and daily transactions. Her responsibilities extend to departmental and firm oversight, offering support to clients during major life transitions, handling complex transfers and account administration, and serving on the leadership committee. Maggie’s financial services career began in Chicago in 2007 with a focus on forex and commodities trading before she moved to Wilmington in 2012 and transitioned to wealth management and joined Pathfinder in 2016.
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