MEET OUR TEAM

Maureen works with clients in the medical community on all aspects of their financial planning, including retirement planning, savings and budgeting, tax strategies and insurance.

 

She started her career in the institutional investment management industry, serving in a variety of roles over a twenty-year period.  She then decided to apply her expertise towards working with individuals to really make a difference in people’s lives.  After helping both of her aging parents navigate several health issues, she now enjoys helping the medical profession improve their financial health.

 

Maureen earned an MBA from the University of Connecticut and was class Valedictorian.

 

In her free time, she enjoys gardening, hiking, history, traveling and spending time with her two boys and two dogs.