
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
- Has an MBA from Plymouth State University
- Holds Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®) designations
- Has prior experience as a senior advanced marketing and sales development consultant at Life Marketing; has also worked at Western and Southern Financial Group, Lafayette Life Insurance Company, Lincoln Financial Group, and Jefferson Pilot Insurance Company