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. Maggie has extensive experience working closely with clients and external advisors on investment management and comprehensive financial planning matters. Maggie will continue to specialize in each of these roles for individual and family clients of Isthmus Partners. 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.