Maura   Ortiz

Maura Ortiz

Client Service Specialist

Maura serves as a liaison between clients and financial planners by overseeing account management, ensuring all administrative aspects of the financial plan are up to date. Most importantly, she strives to ensure clients feel like family. She really enjoys getting to know clients, sharing in their joys and walking beside them in their struggles. She spends her free time hanging out with her family, whether at home or on the go. You might run into her grabbing a treat at Sonic on Oakmark Drive in Belton.

Maura has been married to her husband, Art, for 25 years this June. He is a 30-year Leukemia survivor and shares his passion for life as a Relationship/Team Builder. Their son, Alexander, is a Mass Communications/Film Production major in his junior year at UMHB (Go Cru!). Their daughter, Daphne, is a junior in high school and is achieving her dream (since Kindergarten) to be a Magic Belle, Belton High School’s dance team. They have a part-time Maltipoo, Shanti, and recently welcomed a tortoiseshell kitten, Gizmo, who amuses them with her Torti-tude.