Maureen started her financial services industry career in 2007. She joined the Ellenbecker Investment Group in 2019 and draws on her investment management and comprehensive planning expertise to bring clients’ wealth goals to life! She utilizes her strength in establishing long standing relationships with individuals and families to understand their financial priorities and objectives which then allows her to build organized plans that can confidently be navigated through any life transition.
Maureen spent the first half of her career directly working with investors and financial advisors at a mutual fund company and branch office. In those roles she gained financial expertise in education, retirement, tax and investment management strategies. She then worked on long-range, comprehensive financial planning for local governments, which included issuing fixed income securities.
Maureen graduated from the College of Business at Marquette. Maureen is an Investment Advisor representative who holds FINRA Series 65 and Health and Life Insurance licenses. In her previous role, she was a Certified Independent Professional Municipal Advisor with the National Association of Municipal Advisors and a Registered Municipal Advisor with the Municipal Securities Rulemaking Board, holding a MSRB Series 50 license.
Maureen lives in Brookfield with her husband and young daughters. They like to stay active in the Waukesha County area with walking, hiking, running and biking activities. They enjoy visiting farmers markets, concerts and parks in the area. In her free time, she invests in strengthening her skills in cooking, yoga, Pilates and mindfulness.