Maureen Kozak joined the McCloskey Financial Group in 1986. Today, as Managing Director, she oversees a team of eleven investment professionals. A passion for helping others drives Maureen to become the best they can be. She is gifted with wisdom, keen listening skills, and compassion. As a manager, this translates into creating a unified team of professionals committed to excellence. As a financial advisor, this passion can be evidenced in her deep client relationships, particularly in helping women who find themselves suddenly single.
Maureen holds her Series 7, 9, 10, and 65 registrations. She is a CERTIFIED FINANCIAL PLANNER™ professional and she has also earned her Certified Divorce Financial Analyst® designation, Certified Retirement Plans Specialist℠ designation and she is a Certified Retirement Counselor®. In addition, she holds her life and health insurance licenses.
Maureen is a proud graduate of Merion Mercy Academy and the College of the Holy Cross. She has been happily married for 35 years to her husband, Joe, and is grateful to be a devoted mom to their three grown sons. Currently, Maureen is on a new adventure as an empty nester. After three decades of active volunteering and parenting, she has recently been learning self-care and discerning her next steps on her purposeful journey. From Christmas through March, she works remotely while enjoying the sunshine in Ave Maria, Florida — always just a phone call or email away.