Starting my career in Silicon Valley and relocating to Orange County in 2020, I couldn’t be prouder to continue working with my clients up north, while continuing to grow my roots in Laguna Beach, California.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 and timely topics that are being talked about in the news.I am very fortunate to partner with Senior Branch Office Administrator Melissa Bartling. Melissa has been with Edward Jones for 14 years, excels at client service and enjoys spending her free time going on roadtrips, golfing, cooking and spending time with friends and family.We take pride in working with clients who have complex needs and want a financial advisor who will consult with their team of professionals. Often, the 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 alumna of Iowa State University. I believe my purpose in life is to teach and give back to my community. I enjoy Pilates, cooking and morning walks with my two Sheepadoodles, Scout and Scuba.Maggie and MelissaMaggie.Klein@edwardjones.com | 949-499-4028