Maura believes that financial planning is about much more than investments and portfolios. She understands that money intersects with some of life's most important decisions and transitions, which is why she approaches every client relationship with empathy, compassion, and a genuine desire to help. Having guided clients through many of life's milestones, she knows that successful planning begins with trust, meaningful conversations, and a clear understanding of each person's goals, values, and unique circumstances.
Maura earned a Bachelor of Science in Mathematics from Pepperdine University and later completed her MBA with a concentration in Investment Management at The Ohio State University's Fisher College of Business. Dedicated to providing thoughtful, knowledgeable guidance, she has earned both the CFP® (Certified Financial Planner®) and CIMA® (Certified Investment Management Analyst®) designations through programs at The Ohio State University and The Wharton School of the University of Pennsylvania. Before joining Raymond James, Maura worked as a financial advisor with Wells Fargo Advisors, where she developed extensive experience in comprehensive financial, retirement, and investment planning.
Outside of work, Maura is deeply connected to her community and serves on The Ohio State University Office of Estate and Gift Planning Professional Advisory Council. A graduate of Upper Arlington High School, she and her husband, Greg, live in Upper Arlington, Ohio, with their three children, Ave, Nick, and Erik. Much of their family's time is spent cheering on ice hockey games, attending music performances, and supporting Irish dance activities. When she has a free moment, Maura enjoys singing in the choir at St. Andrew Parish and spending time on the tennis court or golf course.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.