Maureen has been assisting Mickey and his clients for more than 36 years. The familiarity that has developed between her and clients makes the client experience an individualized and satisfying one. She is the concierge for the practice, making sure that all client requests get addressed quickly and completely.

With broad expertise in a variety of areas, she oversees many of them, including the account transfer process, ensuring a smooth transition for our new clients. She also manages client cash management issues, such as wires, transfers, deposits, and disbursements.

Given the depth of her experience in helping manage client’s families and relationships, Maureen can provide almost any client services needed. She recognizes that there is simply no substitute for building strong personal relationships and works to develop these daily.