As a CERTIFIED FINANCIAL PLANNER practitioner and co-founder of The MNE Group, Maureen offers personal, face-to-face financial guidance and insight to individuals and business owners. She focuses in area of financial and business planning including retirement accumulation and distribution.
As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund and guarantee your own retirement security, protect your family during your working years, or create a plan to continue your legacy. Planning your financial future may be intimidating. Luckily, you do not have to do it alone. We work alongside of you to help determine what you would like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it is never too late to start.
With over thirty-five years of experience, Maureen has built a reputation of having an unwavering commitment to her clients and their continued success. Strongly believing in a team approach she incorporates her expertise along with the knowledge of professional associates to create custom designed financial wealth management strategies for her clients as they navigate through life's changes.
Maureen continued to educate herself through professional seminars and courses. Not only does she expand her own knowledge base, she regularly hosts educational seminars for professional advisers to share her financial planning wisdom.
Maureen has earned numerous awards throughout her career, including company honors that recognize leadership, outstanding performance, and service to clients. She has been named a Five Star Wealth Manager from 2012 – 2020.* The Five Star Award is presented to Wealth Managers who provide quality services to their clients and is awarded to less than 7% of the advisors in the Boston area. Maureen's commitment, dedication and professionalism is your assurance of the highest standard of advice.
Maureen consistently volunteers within her community and is an active member of the Quechee Club in Quechee, Vermont. She appreciates time away from the office spent with family and friends. She is quick to accept a game of golf or tennis. Maureen’s independent spirit was a value instilled by her mother. Inspired by her father’s work ethic she followed in his foot sets into the financial industry. Maureen is grateful for the foundation her parents provided, and for being exceptional role models.
- Insurance Strategies
- Investment Strategies
- Business Owners
- College Funding Strategies
- Charitable Giving
- Group Benefits
- Risk Management Strategies
- Business Succession Planning
- Estate Planning
- Retirement Income Planning
Check the background of this investment professional on FINRA's BrokerCheckSee Maureen’s Licenses and Disclosures