Maureen Wilson is the Director of Client Care for our group. Everyone just calls her “Moe”. Her first priority is to ensure you receive the best service available. Moe is enthusiastic, outgoing, friendly, and everyone enjoys talking with her. She truly is an invaluable asset.

Moe coordinates between the advisors and other staff members, as well as all of the consultants and companies we work with. She has worked extensively in the financial world since 1980 (she still claims that she was 5 years old when she started)! Her experience enables us to provide you with the absolute best service available for wealth management, financial planning, and insurance services.

Moe is a proud wife and mother of two fantastic children, Johnny & Katie. Call her anytime if you need some assistance, or just want to brighten your day!