Maureen Flanagan

Ms. Flanagan is a dedicated Wealth Advisor and a Certified Plan Fiduciary Advisor designee who believes that the most effective financial plans are those shaped around each client’s unique needs, values, and dreams—guiding them toward lasting stability and success.

Maureen's interest in finance began as a girl when she helped her father track market information and review family investment ledgers, learning the value of strategic, thoughtful saving. Just as her father encouraged her to do from the beginning at home, Maureen looks forward to helping each client build financial confidence through education and informed guidance.

Outside of her professional life, Maureen enjoys cooking, spending time with her two children––Josie and Christopher––and their families, including two grandchildren, Finnegan and Jameson. She is active in her parish community and values meaningful connections with friends and loved ones.