Maggie Johnston

Client Engagement Specialist @ Creative Planning

About Maggie Johnston

Maggie Johnston is a Client Engagement Specialist at Creative Planning Inc. and serves multiple roles at The Johnston Group, where she has been a key contributor since its founding in 1994.

Work at Creative Planning

Maggie Johnston has been serving as a Client Engagement Specialist at Creative Planning Inc. since 2019. In this role, she focuses on enhancing client relationships and ensuring client satisfaction. Her work contributes to the overall mission of the firm, which is to provide comprehensive financial planning services. Johnston's experience in client relations supports her effectiveness in this position.

Roles at The Johnston Group

At The Johnston Group LLC, Maggie Johnston holds multiple roles, including office manager, director of Human Resources, and chief of Client Relations. She has been with the organization since its inception in 1994 and has significantly contributed to its growth and operational success. As COO since 1995, she oversees various aspects of the organization, ensuring efficient management and strategic development.

Education and Expertise

Maggie Johnston studied at Mount Mary College from 1974 to 1977, where she achieved qualifications in Design and Nursing. This educational background has provided her with a diverse skill set that she applies in her professional roles. Additionally, she holds licenses for life, accident, health, property, and casualty insurance, further enhancing her expertise in client engagement and management.

Professional Background

Maggie Johnston has a diverse professional background that encompasses experience in healthcare, retail, and philanthropy. This varied experience has equipped her with a broad understanding of different sectors, which she leverages in her current roles. Her long-standing commitment to The Johnston Group and her work at Creative Planning reflect her adaptability and dedication to client service.

Achievements at The Johnston Group

Since joining The Johnston Group at its inception in 1994, Maggie Johnston has played a key role in the company's growth and success. Her leadership as COO and her involvement in various capacities have been instrumental in shaping the organization's direction and operational effectiveness over the years.

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