Maggie Dunlop

Maggie joined Wheelhouse Advisory Group in 2022 with two years of experience in the financial services industry and two decades of retail service.

She is passionate about helping clients with their day-to-day administrative and service-related needs. Maggie believes that connecting on a personal level, communication, and earning a clients’ trust is the foundation to helping them accomplish their financial goals.

Her primary responsibilities include opening new accounts, transfers, account updates, and day-to-day operations in the St. Louis Headquarters.

In her free time, Maggie loves traveling with her husband, Matt, (and will go anywhere!), photography, hiking with her dog, Kiva, and spending quality time with friends and family.

Email: maggie@wheelhouseretirement.com