Our Team
Kay Maxwell, CFP®
President
A CERTIFIED FINANCIAL PLANNER™ professional since 1981, Kay is a FINRA Registered Representative and Registered Principal with Mutual Service Corporation. She also holds a Texas insurance license. She is a trained professional counselor.
Her professional affiliations include membership in the Dallas Estate Planning Council, Financial Planning Association, and the Women's Business Council-Southwest.
She serves on the Board of Directors for Girl Scouts of Northeast Texas, where she currently chairs its Property Committee. She is a member of Leadership Texas Alumni Association and is also a charter member of the Women's Museum.
Kay's leisure activities and hobbies include traveling, reading, hiking, and photography, cooking Mexican food and working in her garden.
Becky Paterik, CFP®
Investment Adviser
Becky is a CERTIFIED FINANCIAL PLANNER™ professional, a FINRA Registered Representative with Mutual Service Corporation, and she holds a Texas insurance license.
Her professional affiliations include the Financial Planning Association and Dallas Northeast Chamber of Commerce. She is also very active in her neighborhood schools, scouting, and church.
In her spare time, Becky enjoys reading as well as spending time with her husband and two children.
Cheryl Albright
Client Manager and Compliance Coordinator
Cheryl has been with Maxwell Financial Services, Inc. since September 1994, and is a FINRA Registered Assistant with Mutual Service Corporation.
Her duties include maintaining records and serving in a variety of back office functions.
When she is not at work, her husband and three children keep her busy with their various sporting events. She enjoys reading, traveling and jazzerciseÒ.
Sharon Adams
Project Manager of Uniquely Organized and
Office Manager
With prior experience in teaching, administrative work and marketing support, Sharon manages the Uniquely Organized projects from start to finish. Her work involves marketing, administrative tasks, and working on clients’ organizing projects. Additionally, she serves as office manager.
Sharon enjoys music, Mexican food, the arts, anything French, regular workouts, and church activities.
Bongo, The Monkey
Office Mascot
Since 1999, 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 sharing an office with the boss, and he is very proud that he has his own fruit and vegetable "retirement” and “emergency" funds.
CFP®, CERTIFIED FINANCIAL PLANNER™ professional are certification
marks owned by the Certified Financial Planner Board of Standards,
Inc. These marks are awarded to individuals who successfully
complete the CFP Board’s initial and ongoing certification requirements.
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