Meet My Team
My team is the heart of what I do. With a shared commitment to delivering exceptional service and personalized financial solutions, my experienced professionals bring a wealth of expertise to help you achieve your financial goals. Get to know the dedicated individuals who make our success possible
Founder & Principal Financial Advisor
Maureen Finn Austin
I’m using my years of experience in the financial services industry, to help individuals and businesses build and preserve wealth. My expertise spans financial planning, investment management, estate planning, and business solutions. My vision is to empower clients with tailored strategies that align with their unique needs and aspirations.
I believe in fostering lifelong relationships built on trust and transparency. My leadership inspires a culture of excellence within our team.
Our Financial Advisors
John Harrison
Senior Financial Advisor
John brings experience in investment management and retirement planning. With a client-first approach, he helps individuals and families achieve financial security through comprehensive strategies.
Specialties:
- Retirement planning
- Wealth transfer strategies
- Investment portfolio design
John’s passion for finance is matched by his dedication to delivering personalized service.
Emily Rodriguez
Financial Advisor
Emily specializes in education planning and tax-efficient investment strategies. Her background in economics and finance enables her to design practical solutions for long-term growth.
Specialties:
- College savings plans
- Tax-advantaged investments
- Risk management
Emily’s collaborative approach ensures every client feels supported and confident in their financial journey.
Our Operations Team
Michael Bennett
Chief Operating Officer
Michael oversees the operational aspects of our firm, ensuring seamless service delivery. With a background in business management and finance, he streamlines processes to enhance client experiences.
Samantha Lee
Client Relations Manager
Samantha is the first point of contact for many of our clients, ensuring their needs are met with efficiency and care. Her focus is on building lasting relationships and maintaining high client satisfaction.
Why Our Team Stands Out
Expertise Across Disciplines:
My team is comprised of professionals with diverse backgrounds, enabling me to offer comprehensive solutions tailored to your needs.Client-Centered Approach:
Every member of my team is committed to providing personalized service that prioritizes your goals and values.Collaborative Environment:
We work together to bring you the best possible financial outcomes, blending our unique skills and insights.
Join Our Growing Community
My team is passionate about helping investors achieve financial success, and we’re always looking to expand our expertise. Interested in joining a dynamic team dedicated to excellence? Visit our Careers page to learn about opportunities with Maureen Finn Austin.
Get in Touch with Us
I’m here to help you take control of your financial future. Contact me today to schedule your consultation and take the first step toward achieving your goals.