About
Maura has been serving clients in the personal financial planning industry for almost 20 years. Prior to that she served clients in the Institutional Investment Banking industry for over a decade. In her current role, Maura specializes in comprehensive retirement and financial planning while also focusing on investment strategies, creating income plans, tax efficiency and estate plan reviews. Her process at Wealth Enhancement includes constantly checking up on client progress to make sure they are tracking to their goals over time. Maura enjoys helping clients understand where they stand regarding their personal financial goals and helping them make educated decisions on implementing steps towards achieving those goals.
Education
- BA - Economics, University of Wisconsin-Madison
Awards
- *Awarded 2/11/2025 for the ranking year 2025.
- **Award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of the 2021, 2022 or 2023 Five Star Wealth Managers. Awarded 12/01/20 for the period of 3/30/20 - 10/23/20. Awarded 12/01/21 for the period of 4/12/21 - 10/15/21. Awarded 12/01/22 for the period of 3/21/22 - 10/18/22. Awarded 12/01/23 for the period of 3/13/23 - 9/29/23. Awarded 12/01/24 for the period 03/13/24-10/7/24.
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