Meet Our Team

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...

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...

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...

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....

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,...

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...