Our Team


Richard W. Maxwell, CFP® - CEO

Dick Maxwell serves as the founder and CEO, and has been a CERTIFIED FINANCIAL PLANNER® since 1988. He has a long history of establishing client relationships, beginning in 1978 when he entered the insurance business, after 9 years of teaching school in Columbus, Ohio. A few years later Dick made the natural progression by expanding his services to incorporate the total financial planning process. Dick received a bachelor`s degree from Ohio Dominican University and a Master's degree from Xavier University.

Dick resides in Gahanna, Ohio with his wife Lynda. He has three grown daughters, Melyssa, Laura, and Katy. 

rmaxwell@maxwellfm.com



Adam T. Hill, CFP® - President

Adam serves as the President of Maxwell Financial Management and has been a CERTIFIED FINANCIAL PLANNER® since 2000.  Adam graduated from St. Olaf College in Northfield, MN in 1993, majoring in Economics and Marketing.  He started in the financial planning business in 1993 and joined Dick in 1997. 

Adam enjoys coaching his kids in sports, participating in triathlons, golfing and spending time with his family. 

Adam resides in New Albany with his wife Rebbie, sons Andrew, Spencer, Johnny and his step-daughters Ansley, Nadia and Arora

ahill@maxwellfm.com


Katy M. Ufferman - Vice President

Katy is our Vice President and started with MFM in April, 2005.  Katy received her bachelors degree in Finance from the University of Dayton in 2003.  She is fully registered with her series 7, insurance license and specializes in writing comprehensive financial plans. 

Katy enjoys traveling, being involved in the community and living in Grandview, OH with her husband Matt, daughter Evie and son Maxwell.  

 kufferman@maxwellfm.com

 

 


 Russell Doup - Registered Advisor

 Russell graduated from the Max M. Fisher College of Business from  The Ohio State University in December of 2014. He was a member of  the football team, where they won the College Football Playoff  National Championship in his final year. He only played half a season  of high school football before college. He was a kicker his first two  years, then switched to safety when Coach Meyer came in and  finished off as a long snapper in his final year that the team won the  National Championship.

 Russell is at the beginning of his journey in the financial world and is  eager and excited to help people for many years to come. He enjoys  working out, playing in recreational leagues, golfing and  watching  movies. Russell currently resides in Galena, OH. 

 rdoup@maxwellfm.com


 

Heather Smith - Lead Assistant 

Heather is our Lead Assistant for insurance and securities business. Please contact Heather for questions involving insurance underwriting and servicing as well as all securities business such as opening new accounts, transfers, deposits and withdrawals. If you have a question involving your brokerage accounts, 529's or annuities, she is the one to call. 

Heather enjoys cooking, photography and living in Westerville with her family.

hsmith@maxwellfm.com

 

 


Katie Cook - Administrative Assistant 

Katie is our front desk receptionist, and will happily greet you in our office and will usually answer the phone when you call. Katie is here to help direct you to the person who can best serve your needs. She is also in charge of gathering account information for our client reviews, all of Maxwell Financial Management's marketing and client appreciation events. 

Katie enjoys traveling, shopping and living in New Albany with her husband Dustin, their son Corbin, and her two step-sons, Conor and Carson. 

kcook@maxwellfm.com