About My Practice
Here are some of the most common concerns I help people solve:
"Am I on the right track? Am I saving enough? How much should I be saving? Will I have enough to retire?"
"I am nearing retirement, and I'm not sure how to turn my retirement savings into income once I no longer receive a paycheck."
"I received an inheritance and I'm not sure what to do. I want to be smart and prudent and don't want to lose it."
"I know I am supposed to diversify my 401k and other investments, but am not sure how to allocate those accounts."
I have spent the last 17 years helping people address these concerns. My emphasis is on comprehensive planning, making intelligent decisions in the context of the current and ever-changing economic and tax environments. I work closely with each client to develop a personalized financial plan. Knowledge and experience play key roles in helping my clients more effectively work toward their financial goals.
I am a Certified Financial Planner®, an Accredited Domestic Partnership Advisor, a licensed life and disability insurance agent, and an Investment Advisor Representative with Cetera Advisor Networks.
A long time resident of Seattle, WA, Maureen is active in the community. She has regularly conducted financial planning seminars for Federal Government employees, and enjoys teaching individuals about the various aspects of retirement planning. Maureen belongs to the Financial Planning Association and is active in the local Puget Sound Chapter.
After graduating from Washington State University with a B.A. in Business Administration & Finance, Maureen worked as a real estate agent and small business owner prior to entering the financial services industry. Maureen completed her CFP Certification Professional Education Program and the Accredited Domestic Partnership Advisor certification through the College for Financial Planning.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63, 65
Life insurance: WA, Health/disability insurance: WA, Fixed annuities: WA, Variable annuities: WA
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - Accredited Domestic Partnership Advisor (ADPA)
Cetera Advisor Networks
Registered Representative of, and securities and some advisory services offered through Cetera Advisor Networks LLC, member SIPC. Financial Planning and some advisory services are offered through Lakeview Financial Group, a Registered Investment Adviser. Lakeview Financial Group and Cetera Advisor Networks LLC are not affiliated companies.
Considerations: Primarily Fee Based Planning
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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