About Us

Starting my career in Silicon Valley and relocating to Orange County in 2020, I couldn’t be more proud to continue working with my clients up north, while continuing to grow my roots in Laguna Beach.

When working with clients, our process is simple – we first learn about your current situation, what your goals are and your comfort with risk, and then run an analysis to see if you're on track to reach them. We want our clients to feel understood, informed, in control and secure. Our clients expect proactive communication and often attend our quarterly educational events to learn about the current market environment or timely topics that are being talked about on the news.

Grayson serves as our branch office administrator and oversees the day to day needs of the office. His previous role was in the financial field, and on a personal note he enjoys traveling and trying new local coffee spots.

We take pride in partnering with clients who have complex needs and want a financial advisor who will consult with their team of professionals. Often, clients we work with have experienced a major life change and need guidance, specifically when it comes to changes with a job, marital status or transfers in family wealth.

I was raised in a large family in Davis, California, and am a proud alumnae of Iowa State University. I believe my purpose in life is to teach and give back to my community. I enjoy Pilates, cooking and enjoy morning walks with my two sheepadoodles, Scout and Scuba.

Maggie & Grayson

Maggie.Klein@edwardjones.com | 949-499-4028