About Maureen
Maureen started her career in regulatory compliance for the investment services industry. Prior to that, she worked her way through college as a stock broker assistant at a large well known firm. She got her big break by a firm that specialized in financial planning and off she went creating financial plans and solutions for her clients to realize their dreams. Her clients were regular people who wanted to get ahead. Maureen spent many years ice skating, still skates today, and appreciates people who want to achieve even though they weren’t rich.
From Real-Life Lessons to a Bestselling Book
Maureen speaks from real experience based on not only her clients, but her life experience. Maureen also wrote a book that became a best seller on Amazon when a national syndicated columnist highlighted the book in her column. “Til Money Do Us Part” is the title, but is no longer in print at this time.
Simplifying Money for You
In 2022, Maureen began transitioning her financial planning practice to another advisor to make sure her clients were taken care of when she left in 2024. But could she ever leave? No! Maureen feels that there is a lot of unnecessary complexity when it comes to money. It drives her crazy when she sees someone make mistakes because they didn’t know what to do or what to ask. Now Maureen can freely share her ideas, opinions and techniques to help you navigate money situations.