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Our Team

Kay Maxwell

President and CEO

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Kay Maxwell has been a CERTIFIED FINANCIAL PLANNER™ Professional and President of Maxwell Financial Services, Inc. since 1982. She received the Chartered Advisor in Philanthropy® designation in 2014. Kay lives in Dallas Texas...
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Cheryl Albright

Client Manager

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Cheryl has over 20 years of financial services experience. She focuses on client relationships throughout the financial planning process. She is a Registered Assistant with United Planners' Financial Services of America, a registered...
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Bongo

Office Mascot

Since 1997, Bongo has worked as our "President of Office Morale," entertaining clients with his perky smile and overseeing all office activities from his perch in a live tree in the boss's office. He has learned a lot over the years...
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