Maxie Ferguson

Head of Portfolio Management

Maxie is passionate about using her experience in the financial industry to serve advisors and their teams. After years as a CSM and then a licensed financial planner, she is excited to bring that knowledge into a role that will help bridge the worlds of the front and back office. Maxie lives near Joplin, MO with her husband, Thomas, where they enjoy spending their days raising their three young children: Walker, West and Welles.

Head of Portfolio Management
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