Client Relationship Manager

Throughout her life, Maureen has taken on big challenges. Having owned several businesses including a clothing store and an interior design business shows her entrepreneurial spirit is derived from helping people.
 
Her bachelor’s degree in accounting helps her relate to client needs as well as manage the home finances of her “particular” husband, Dan.  This experience, along with raising her 3 great kids has taught her patience and discipline, the two main tenants of successful investing!

Her part-time role in the firm involves her helping clients keep on track by completing the data discovery phase of planning. In addition, she is integral in client long term planning by making sure clients touch base regularly to update and keep their goals on track.

Additional roles such as event and client gift planning helps her satisfy her creative side. Her incredible “people” memory is laser focused on seeing how she can contribute in any way possible.