A culture of service From a collaborative, family team
The friendly voice you hear when you call our office belongs to Maureen, who strives to make all guests feel welcome and comfortable. She believes that client service starts at our front door, or with your first phone call. Maureen is responsible for scheduling client appointments for the financial planning team, maintaining the daily calendar for the organization, and helping our office run smoothly. She joined our team after years in sales and customer service, and she intuitively understands that being helpful, knowledgeable, and most importantly, proactive, are key to earning our clients’ respect and trust. She brings warmth and enthusiasm to our front office, and is ready to help you.
Maureen, who lives in Hastings, attended Mount Aloysius College. She has three adult children and 8 grandchildren, and finds time for home improvement projects, refinishing furniture to give old pieces new life, and finding ways to re-purpose them.