Maggie McNeil joined Isthmus Partners in April 2026 as an Associate Wealth Advisor. Prior to joining the firm, Maggie started her career at Charles Schwab & Co., Inc. before joining BBR Partners where she was a Senior Associate of Portfolio and Wealth Advisory. While at BBR Partners, she worked closely with clients on day-to-day portfolio management and coordinated with external advisors. At Isthmus Partners, Maggie specializes in comprehensive financial planning and portfolio management for individuals and families. Maggie earned her bachelor’s degree from the University of Wisconsin-Madison, where she studied Psychology, Legal Studies, and Criminal Justice. Margaret E. McNeil is a Certified Financial Planner™ professional.