Maureen joined Commonwealth in December 2013 as an advanced planning consultant. In this role, she serves as a resource for advisors in all areas of financial planning, including executive benefits, as well as high-level insurance planning, social security, estate, and business planning.
Maureen earned her MBA from Plymouth State University and her Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®) designations from The American College. She also holds the FINRA Series 7 securities registration. Before joining Commonwealth, she was an assistant vice president of advanced sales and sales development at Lincoln Financial Group. She also held positions at Western and Southern Financial Group, and Jefferson Pilot Insurance Company.