Maureen serves as a Client Relationship Manager at Halberstadt Financial Consultants, Inc., where she works closely with clients to help ensure a welcoming, responsive, and organized client experience.
She assists with client communication, scheduling, and day-to-day support while helping maintain the high level of personal attention and service the firm strives to provide. Her approachable personality, attention to detail, and commitment to helping others make her a valued part of the team.
Maureen is dedicated to building strong client relationships and supporting clients throughout their financial planning journey.