Our Team

Kay Maxwell, CFP®, CAP®

President and CEO

(972) 991-7887

(972) 991-9919

[email protected]

Kay Maxwell has been a CERTIFIED FINANCIAL PLANNER™ Professional since 1982 and President of Maxwell Financial Services, Inc., a Registered Investment Adviser since 1991. She received the Chartered Advisor in Philanthropy®...

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Cheryl Albright

Client Manager

(972) 991-7887

(972) 991-9919

[email protected]

Cheryl Albright is the client manager at Maxwell Financial Services, and has been serving clients in areas of personal financial planning for over 20 years. Prior to joining the Maxwell Financial team, Cheryl was a senior consultant ...

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Bongo

"Retired" Office Manager

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