Overview

Maureen enjoys working with people who want to be “financial champions.”   Maureen wants to work with people who care about their money but may not have the time or desire to sort out what’s relevant to them or not. Maureen is here to encourage you, listen to you, make recommendations to keep you on track and grow, and overall, be here for you as your life changes. 

Maureen offers various levels of service and planning programs. Whether you need a quick answer to a financial issue or you desire ongoing one-on-one service and attention, all our services are customized to your objectives to help you financially succeed.  

A process is followed with each and every client and potential client. It starts with listening, understanding, and assessing the situation. 

The CORE values of each and every process are:

Confidence Maureen is dedicated to helping her clients choose what’s best for their unique circumstances. Financial planning, or wealth management, is highly personal. Maureen assists her clients in helping them make good decisions as their goals and objectives evolve over time.

Optimisim Maureen works with her clients to create a customized performance plan. Maureen helps her clients stay focused and not get derailed by current events. Maureen has been involved in finance since 1981, when she worked her way through college in Cleveland, Ohio, at a bank and a brokerage house.  She has been through many market conditions and market fluctuations.

Responsiveness Maureen’s tenacity helps you overcome the short-term obstacles to help you achieve your long-term goals. Maureen is a hard worker, takes no shortcuts, and is always accountable. All calls and e-mails are handled promptly. There is no phone menu, 800 number, or staff that doesn’t know who you are; we love hearing from our clients and make it easy for you to contact us and promptly take care of your needs.

Excellence Maureen has an unyielding commitment to excellence. Reaching your financial goals is your own personal championship that cannot be achieved without a winning strategy and planning.