Connecting the dots between your retirement plan and your financial future.
As Assistant Vice President, Retirement Plan Services Education Specialist, Maureen focuses on delivering financial education, guidance and planning support to retirement plan participants. Maureen takes a highly approachable, consultative approach to working with clients and participants. She focuses on creating a comfortable environment where individuals feel confident asking questions and engaging in conversations about their finances. Maureen is passionate about helping individuals understand their benefits so they can become retirement ready.
Experience
- Began financial services career in 2007 and joined Johnson Financial Group in 2026
- Graduated with a bachelor's degree from Marquette University
- Diverse background spanning across retirement plans, financial planning, investments, banking and insurance
- Holds Certified Financial Planner (CFP®) designation which allows her to bring a holistic financial planning perspective to her work with employer groups
Certain advisors are employees of Johnson Bank and Johnson Wealth, Inc. Additional information about Johnson Wealth, Inc. and its advisors is available on the SEC’s website at www.adviserinfo.sec.gov. Johnson Financial Group and its affiliates do not provide legal or tax advice. Please consult your own professional advisors.
Ask Me About
- Retirement Planning
- Cash and Debt Management
- College Savings and Loans
- Estate Planning
- Social Security
Community Involvement
- Girl Scouts of Southeastern Wisconsin volunteer
- Supports The Women’s Center in Waukesha and the Classmates Literacy Foundation