Maxine Mehl FPQP®
Maxine received her A.S from Salt Lake Community College and her FPQP® (Financial Paraplanner Qualified Professional™) from the College for Financial Planning. She also has passed the FINRA Series 7 exam. She has been with Physician Wealth Advisors since April 2010. Before that, she worked with Morgan Stanley as an Account Transfer and Risk Management Analyst, then with Goldman Sachs & Co as a Restricted Stock Analyst. Maxine enjoys working with clients and believes that exceptional client service is the key to a successful business.
Maxine and her husband Brandon have three kids, and a small plumbing and HVAC business. The family enjoys the outdoors and is at the lake most weekends. She also likes dancing, reading, football, and shoes.