Our Team

Danielle N. Maggs is the owner and founder of Wellington Financial, a financial services firm established in 2014.

With a strong background in real estate development and sales, Danielle has been an entrepreneur since adulthood, dedicating her career to helping others build wealth, achieve financial security, and create lasting success.

Specializing in tax strategies, investments, business ownership, transfers, and sales, Danielle understands the complexities of entrepreneurship because she has lived them firsthand.

She partners with fellow business owners to help ensure their money works for them, allowing them to focus on what truly matters: spending time with loved ones and embracing life's experiences. She firmly believes in the philosophy of Carpe Diem (seizing the day), encouraging her clients to take control of their financial future so they can live life to the fullest.

Danielle and her husband, Steve, have been blessed to raise their three children in the beautiful Lake Norman area of North Carolina.

As a family, they enjoy traveling, watersports, and exploring the outdoors. They especially cherish their time in the mountains of Tennessee, where they ride ATVs, hike, and create unforgettable memories together. Their deep love for nature and animals is reflected in their home, which they share with their two Yorkies and one cool cat.

Danielle is driven by the Golden Rule: treat others as you wish to be treated. She believes financial security is more than just accumulating wealth; it is about creating the freedom to spend time with loved ones, make meaningful memories, and enjoy life's greatest moments.

Through Wellington Financial, she helps her clients maximize their money so they can focus on what truly matters: living a life well spent. 

Mackenzie N. Maggs has joined Wellington Financial to carry on the family legacy. She works alongside her mother, Danielle N. Maggs, assisting with administrative duties.

Known for her energy, dedication, and proactive approach, Mackenzie is always ready to tackle any task with efficiency and enthusiasm. Her commitment to excellence ensures that clients receive the highest level of support as they navigate their financial journeys.

Beyond her professional role, Mackenzie is deeply family-oriented and shares a passion for many of the same activities her family enjoys. She loves watersports, travel, and outdoor adventures, including hiking and ATV riding in the mountains of Tennessee. In addition, she is highly focused on fitness, health, and overall wellness, embracing an active lifestyle that reflects her commitment to personal growth and well-being.

Mackenzie is excited to be part of Wellington Financial, where she looks forward to helping clients achieve financial security while building meaningful relationships along the way.