Maya Werner

Maya Werner

Client Service Associate

Maya joined PlanWise in July 2022 as a Client Service Associate. Her addition brings another fun, smart, outgoing, and friendly personality to the PlanWise family. After an engaging internship with PlanWise in Summer 2021, Maya knew it was the right place for her to grow, learn the ins and outs of the wealth management industry, and ultimately fulfill her dream of becoming a financial advisor. As a Client Service Associate, she makes sure all PlanWise clients receive the highest level of service in every interaction.

Maya is a 2022 Texas A&M University graduate (gig ‘em!). She graduated Magna Cum Laude with a BBA in finance. Throughout her four years, Maya was involved with philanthropic events for her sorority, Tri Delta. She discovered a passion for helping others and enjoyed coordinating fundraising events, including raising money for St. Jude Children's Research Hospital. The fulfillment Maya found in helping others is just part of the reason she wanted to pursue a career in wealth management.

When she’s not working or studying, Maya enjoys spending time with her friends and family, boating on Lake Travis, cheering on the Aggies at football games, hitting a spin class downtown, or traveling (Greece is one of her favorite places). Maya was born and raised in Lakeway, TX and has one older sister, Siena. They grew up with two loving parents, Joe & Tracy, who met in Milan, Italy while working as electrical engineers for IBM. At home, the Werners have two adorable mini–Australian Shepherds, Blue and Buffy.

Maya hopes to expand her knowledge of the financial services industry by sitting for her FINRA Series exams in 2023 She also aspires to become a CERTIFIED FINANCIAL PLANNER™ in coming years.