Afternoon Speaker

Financial Exploitation—Its Challenges and Opportunities

portrait of Maureen Lokrantz

As a Private Wealth Advisor, Maureen is responsible for providing comprehensive wealth management strategies tailored to her clients’ specific needs, including Investment Management, Private Banking, Trust and Estate Services, and Wealth Planning.

Maureen has worked in the banking and financial services industry since 2005. Prior to joining U.S. BankPrivate Wealth Management, Maureen worked in private practice with a focus on trust and estate planning, special needs, guardianships, and long-term care planning. She also worked at a local insurance company for more than 16 years.

Maureen is a member of the Wisconsin State Bar Association, Forum for Women Estate Counselors and Madison TEMPO. She currently serves on the board of the Madison Parks Foundation, she is a member of the Dementia Friendly Financial Network, and a former board member of Madison Estate Council and Madison Area Down Syndrome Society.

Maureen has a law degree from Marquette University and a Bachelor of Arts degree from Cardinal Stritch University in Milwaukee.

Schedule