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Maureen  O'Brien

Maureen O'Brien

Director of Concierge Services

Maureen A. O’Brien joined us in January of 2018. She is responsible for the day to day operations of the office, including coordinating and scheduling appointments, greeting clients and prospective clients, maintaining client records and systems, and ensuring the office is compliant.

Maureen studied music performance at the University of Connecticut. She is an experienced financial services customer support professional, and has specialized in life insurance tax policy, payroll administration, and business management.

Maureen grew up in central Connecticut where she still resides. Maureen loves the creative arts, and enjoys spending time sewing and volunteering as a board member, librarian, and musician for the Plainville Wind Ensemble.


Favorite Food: Italian

Favorite Quote: “How wonderful it is that nobody need wait a single moment before starting to improve the world.” – Anne Frank

Best Piece of Financial Advice Received: It’s never too early to save for retirement.

Favorite Holiday: Fourth of July

Favorite Movie: Cinderella (2015)

Hidden Talent: Poetry speaking

If Maureen Could Meet Anyone, Past or Present, it would be: Mark Hamill

What Motivates Maureen: Helping others

A Place Maureen would most like to Visit: Great Britain

Favorite Book: Pride & Prejudice by Jane Austen

Something on Maureen’s Bucket List: Drive the Pacific Coast Highway

Biggest Accomplishment: My son and daughter