Flexibility                                                   Independence                                                  Full Fee Disclosure                                                  Personal Service

100 Old Wilson Bridge Road, Suite 214  Worthington, OH 43085
phone: (800) 401.5435     local phone: (614) 888.1005     fax: (614) 888.2080     e-mail: info@jhbllc.com
 

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About

 

Education:

·         Financial Management Degree

·         Licensed in Life, Variable Annuities and Accident & Health

·        Retirement Plans: Basic Features and Defined Contribution Approaches of the CEBS Program

Experience:

Currently leads the Section 125/105 area of Jacob,   Haxton & Boord, llc.  Specializing in FSA's, HRA's, HSA's and other administrative services, including COBRA Administration and Voluntary Benefits.  Presents employee enrollment meetings for 401(k) and Section 125 & 105 plans.  Maureen has over 19 years of experience in benefit plan administration.
  

Interests:    
  ·        Enjoys snow skiing/boarding, boating and jet skiing.

  ·        Spending time with family.

 

Jacob, Haxton & Boord, LLC

Actuarial, Consulting, and Benefit Administration

Maureen Finney
Benefits Administrator

Telephone:  (614) 888.1005

E-Mail:  maureen.finney@jhbllc.com


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