Advanced Planning Consultant - Advanced Planning
Maureen joined Commonwealth in December 2013 as an advanced planning consultant. In this role, she acts as a resource for advisors in all areas of financial planning, including executive benefits and high-level insurance, social security, estate, and business planning. Maureen earned her MBA from Plymouth State University and her CLU® and ChFC® designations from the American College of Financial Services. Prior to Commonwealth, she held the roles of assistant vice president of advanced sales and assistant vice president of life marketing. She previously worked at Western and Southern Financial Group, Lafayette Life Insurance Company, Lincoln Financial Group, and Jefferson Pilot Insurance Company. In her free time, she enjoys family time, crocheting, musical theater, and reading-anything from mystery to history.