Katy UffermanFinancial Services Coordinator
Phone: 614-431-4345 Katy joined us in April 2005. Katy is the Financial Services Coordinator and our financial plan case manager. She graduated from the University of Dayton, and majored in Finance. She worked for the One Group Funds as well as The Steinhaus Financial Group before joining Maxwell Financial Management. Katy enjoys traveling, cooking, and running.  About Us
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Please note that any of our non-registered personnel who are referenced cannot offer the products or services of the broker-dealer to a client. * Securities and investment advisory services offered through FSC Securities Corporation, Member FINRA/SIPC, and a registered investment adviser. Maxwell Financial Management is not affliated with FSC Securities Corporation or registered as a broker/dealer or investment adviser. |
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