Maureen has been working in the wealth advisory business for over 20 years.  Maureen is a Certified Public Accountant (CPA), Certified Financial Planner (CFP®) and Certified Global Management Accountant (CGMA).  She received her CPA license in 2003, her CGMA in 2012, and her CFP® designation in 2017.

As the Senior Managing Director of Financial Planning, Maureen oversees the financial planning department and works closely with our clients, client advisors, and associates to prepare and deliver net worth reports, cash flow plans, estate and trust analysis and other financial modeling. Maureen is a supporting manager on a number of our private client families and individuals.

Maureen is a member of the American Society of CPA’s, the Ohio Society of CPA’s, the Estate Planning Council of Cleveland, and the Financial Planning Association.  Maureen is a member on the finance committee of the board for the Conservancy for Cuyahoga Valley National Park.  Maureen holds a BSBA degree from The Ohio State University and an Executive Certificate in Financial Planning from The Fisher College of Business at The Ohio State University.  Prior to joining Clearstead, Maureen worked at local wealth management firm for over 15 years. 

INSIGHTS

ClearPoint – May 2019

2019 EmpowHER Woman of the Year