CPA/PFS, CFP®, RICP, MBA
Meet Maggie Beach
I believe that everyone should have access to a professional advisor who understands their needs and can help them achieve the lifestyle they desire. As a financial advisor, I am dedicated to learning about your personal goals and using them to build a financial plan tailored to your unique situation.
NexJenn Financial Services was founded in response to the demand for financial planning from my tax clients. Often squeezed between spending for their kids’ education, caring for an elderly relative, and saving for their retirement, many were anxious about their financial future. I have enjoyed helping my clients find a balance and focus on building a strong financial future.
My accounting firm, NexJenn CPA, specializes in individual and trust taxation with an emphasis on Real Estate taxation. As a partner in NexJenn Real Estate, a property management firm, I have the expertise needed to make the most out of real estate as an asset. For this reason, I enjoy working with clients that have rental properties.
I am a CPA/PFS and CERTIFIED FINANCIAL PLANNER Professional®, and a member of the National Association of Personal Financial Advisors and the XY Planning Network. Most recently, I earned the Retirement Income Certified Professional designation to be able to better serve my favorite clients as we plan for and through each stage of retirement.
Through my work as a community volunteer educator for the Alzheimer's Association and Aging Care Solutions, I help caregivers, who are often in crisis mode, learn how to manage their finances. I hope that through this program I can reduce some of their stress and guide them toward resources. This work also inspires me to do the best for my clients and their families so that they never find themselves in these times of financial crisis.
In my spare time, I also love to bike and travel, and am an aspiring photographer. I have been married for 29 years and together with my awesome husband, we’ve raised three awesome kids.
