Kay Maxwell

President and CEO

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.

Kay is a Registered Representative with United Planners' Financial Services of America, a registered broker/dealer, member SIPC. She holds Series 7, 24, 63 and 65 licenses. Kay also holds an insurance license and life settlement registration in Texas. She earned a BA in Spanish and a BS in education from the University of Kansas, and a MA in Guidance and Counseling at Texas A and I University.

Her professional and community affiliations include membership in the Dallas Estate Planning Council, the Financial Planning Association, Partnership for Philanthropic Planning and Financial Services Institute. She has previously served on the Board of Directors and the Committee on Community Engagement for the Girl Scouts of Northeast Texas. She is a graduate of Leadership Texas (1997) and a member of the Foundation for Women's Resources. Working a monthly shift at the North Texas Food Bank is one of her favorite volunteer activities.

Her leisure activities include traveling, reading, hiking, camping, photography, cooking Mexican food, working in her gardens and volunteering in the community and at her church.

Kay's adult children live in Colorado and California.

Cheryl Albright

Client Manager

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 broker/dealer, member SIPC. Cheryl holds Series 7, 24, 53, 63 and 66 licenses. She has a bachelor's degree in Finance from Arizona State University.

Cheryl resides in Draper, Utah with her husband of more than 30 years and their youngest son. She enjoys skiing, hiking, traveling, reading and cooking.

Bongo_17jan13

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 sharing an office with the boss. He is very proud of his fruit and vegetable "retirement" and "emergency" funds that he keeps at the base of his tree.