Maureen Baxter, MBA, CLU®, ChFC®

Advanced Planning Consultant

Serves as a resource for advisors in all areas of financial planning, including executive benefits, as well as high-level insurance planning and social security, estate, and business planning
Holds the FINRA Series 7, as well as the Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®) designations
Earned an MBA from Plymouth State University
Has prior experience as an assistant vice president of advanced sales and sales development at Lincoln Financial Group; has also worked at Western and Southern Financial Group, Lafayette Life Insurance Company, and Jefferson Pilot Insurance Company