Focus

Maureen is focused on providing clients with comprehensive wealth management and trust administration services to meet their short and long-term financial goals. Given each client's unique circumstances, she works collaboratively with others on the trust, investment and tax team to develop a customized wealth strategy and estate plan. With her deep experience, she builds strong relationships with clients and offers sage guidance to people of all ages and backgrounds.

Background

Maureen joined the company in 2009, bringing with her over 25 years of leadership experience in the financial services industry. Before 1911 Trust, she served as an advisor and tax preparer to high-net-worth clients at Waddell & Reed, CFO of BioPharm Engineered Systems, CFO of Veritop, Inc. and Director of Finance with Exchange Applications, Inc. Maureen started her career as a CPA with Deloitte in Boston, Massachusetts.

Maureen passed the Series 7 and 66 exams, the Certified Public Accounting exam and completed coursework for the CFP and CTFA designations. She earned her B.S. in Finance and Accounting from UMaine.

Away from the office

Maureen loves living in Rye Beach, NH and enjoys skiing, golfing, paddle boarding and hiking. She and her husband Peter have three grown children. Maureen volunteers with organizations that seek to provide financial education and access to food for at-risk communities.