Maura Ortiz

What is your favorite vacation you have ever been on? 

Our 2-week trip to Los Angeles in June of 2024. My son attended an Operational Camp with the NFL while my husband, daughter & I got to sightsee, spend time at the beach, and go to Disney.

Something you might not know about me....

I signed the Berlin Wall 4 months before it fell.

Are you an early bird or a night owl? 

I am a night owl with early bird hours.

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.

Maura and her husband, Art, were married in June of 1998. He is a 30+ year Leukemia survivor and shares his passion for life as a Relationship/Team Builder. Their son, Alexander, graduated from UMHB (Go Cru!) in December 2024 and he is a Videographer/Animator for Texell Credit Union. Their daughter, Daphne, was recruited by the Treasures Dance Team at Blinn College in Brenham (Go Bucs!) and is pursuing a degree in Kinesiology. They have a part-time Maltipoo, Shanti, and a tortoiseshell cat, Gizmo, who amuses them with her Torti-tude.