After studying business management and administration at Cardinal Stritch University, Maureen earned her CLU and ChFC designations through the American College of Financial Services, as well as her FINRA securities licenses series 6, 7, 24 and 26.

As an assistant director of career distribution, she oversaw strategy and execution leading a field consulting team that enabled advisors to integrate planning and investments into a holistic practice that identified operational efficiencies, and aligned corporate initiatives. Maureen was also the primary relationship manager for shared services across network offices responsible for adoption, retention and growth.

Now, she utilizes her industry knowledge to support advisors leveraging FP Transitions’ shared services portal and help them proactively identify and solve critical business needs. Alongside a team of experts at consulting with wealth management firms, she guides advisors through all phases, whether that means building, growing, protecting, scaling, or transitioning their practices.

Outside of work, Maureen spends time with her friends and children, She enjoys attending her daughter’s dance competitions and flag football games and her son's college football games. She additionally enjoys a myriad of outdoor activities, including boating, swimming, camping and traveling. A lover of animals, she has three dogs of her own and has fostered over eighty dogs until adopted.