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Meet Our Team

Richard W. Maxwell, CFP®

CEO

614-431-4345

614-304-0091

[email protected]

Dick Maxwell serves as the founder and CEO, and has been a CERTIFIED FINANCIAL PLANNER™ professional since 1988. He has a long history of establishing client relationships, beginning in 1978 when he entered the insurance business...

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Adam T. Hill, CFP®

President

614-431-4345

614-304-0091

[email protected]

Adam serves as the President of Maxwell Financial Management and has been a CERTIFIED FINANCIAL PLANNER™ professional since 2000. Adam graduated from St. Olaf College in Northfield, MN in 1993, majoring in Economics and Marketing...

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Katy Ufferman

Vice President

614-431-4345

614-304-0091

[email protected]

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...
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Russell Doup

Investment Advisor Representative

614-431-4345

614-304-0091

[email protected]

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....

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Emily Leffler

Marketing Coordinator & Client Experience Manager

614-431-4345

614-304-0091

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Emily is our Marketing Coordinator and Client Experience Manager, and just started with MFM in March of 2019. Emily received her bachelor’s degree in Fashion Merchandising and Supply Chain Management from Ashland University in...

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Heather Chill

Lead Assistant

614-431-4345

614-304-0091

[email protected]

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,...

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Katie Cook

Administrative Assistant

614-431-4345

614-304-0091

[email protected]

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...
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