Meet Your Financial Partners
At Financial Advisor Mavericks, we believe that great financial advice comes from great people. Our team combines decades of experience, diverse expertise, and a shared passion for helping clients achieve their financial dreams.
Our Leadership
John Maverick, CFP® - Founder & Senior Advisor
With over 20 years in financial services, John founded Financial Advisor Mavericks to create a different kind of advisory firm—one that truly puts clients first. After seeing too many advisors push proprietary products and follow herd mentality, he decided to build a firm where independent thinking and genuine care define every client relationship.
John holds the Certified Financial Planner™ designation and is a graduate of [University]. He's passionate about educating clients and believes that understanding your finances is the first step to mastering them.
Outside the office, John is an avid hiker, amateur chef, and dedicated mentor to young professionals entering the financial services industry.
Sarah Chen, CFA, CFP® - Director of Investment Management
Sarah brings 15 years of investment management experience to our team. Her analytical mindset and steady approach to market volatility have helped countless clients stay focused on long-term goals during turbulent times.
Before joining Financial Advisor Mavericks, Sarah managed portfolios at a major investment firm, where she became frustrated with the industry's focus on short-term performance over sustainable growth. She joined our team because she believed in our mission to do things differently.
Sarah holds a Master's degree in Finance from [University] and is a CFA charterholder. She's also a frequent contributor to financial publications and speaks at industry conferences.
When she's not analyzing markets, Sarah enjoys painting, playing tennis, and traveling with her family.
Michael Rodriguez, JD, CFP® - Estate & Tax Planning Specialist
Michael's unique combination of legal and financial expertise makes him invaluable for clients with complex planning needs. With a law degree and CFP® certification, he bridges the gap between financial strategy and legal execution.
Michael specializes in estate planning, business succession, and tax optimization. He works closely with clients' attorneys and CPAs to ensure all aspects of their plan work together seamlessly.
Before joining our team, Michael practiced estate law at a prestigious firm, where he saw firsthand how poor financial planning could undermine even the best legal documents. He joined Financial Advisor Mavericks to provide more holistic guidance.
Michael is active in his community, serving on the board of a local nonprofit and volunteering with legal aid organizations. He's also a proud father of three and an enthusiastic youth soccer coach.
Our Support Team
Great advisors need great support. Our operations and client service team ensures everything runs smoothly behind the scenes.
Jennifer Park - Client Service Manager
Jennifer is often the first person you'll speak with when calling our office. With 10 years of experience in financial services, she ensures every client interaction is positive and every request is handled promptly. Jennifer's organizational skills and warm personality make her invaluable to our team and clients alike.
David Thompson - Operations Coordinator
David manages the technical and administrative aspects of our practice, from portfolio reporting to compliance. His attention to detail and problem-solving skills ensure our clients receive accurate, timely information.
Our Values
Beyond individual expertise, our team shares common values that define how we work:
Integrity: We do what's right, even when it's not easy or profitable.
Continuous Learning: Financial markets and regulations evolve constantly. We commit to ongoing education to serve you better.
Collaboration: We work as a team, leveraging each other's expertise for your benefit.
Empathy: We understand that financial decisions are deeply personal. We listen without judgment and support without pressure.
Excellence: Good enough isn't good enough. We strive for excellence in every aspect of our service.
Why Our Team Matters
When you work with Financial Advisor Mavericks, you're not just getting one advisor—you're gaining access to a team of professionals with complementary skills and perspectives. We collaborate on your behalf, ensuring every angle is considered and every strategy is optimized.
We're also committed to succession planning. If your primary advisor is unavailable, another team member is fully briefed on your situation and ready to assist. Your financial planning continues seamlessly, no matter what.
Join Our Team
We're always interested in meeting talented professionals who share our values and vision. If you're a financial professional looking for a firm that truly puts clients first, we'd love to hear from you.
Check our careers page for current openings, or send your resume to careers@financialadvisormavericks.com.