Maureen Damer

Maureen Damer

  • CRPC
  • ADPA
  • RICP
  • First Vice President - Investment Officer
First Vice President - Investment Officer
Chartered Retirement Planning Counselor or CRPC®
Accredited Domestic Partnership AdvisorSM or ADPA®
Retirement Income Certified Professional® or RICP®

Licenses: Life and Health Insurance, Long Term Care and Partnership Insurance

Registrations:  Series 7, 63 & 65

Other Training: Social Security and Medicare

Areas of Focus:
Education Planning
Pre-Retirement Planning
In-Retirement Planning
Insurance: Including Long Term Care
Estate Planning Strategies

Financial Service Experience: 25 Years

Community Involvement:
 - Executive Women in Finance: Events Committee
 - Indy Rainbow Chamber of Commerce: Board member
 - Meals on Wheels 
 - Women for Riley
 - Boy Scout Troop 514
 - Zionsville Schools: Volunteer
 - ZWIN (Zionsville Women in Networking): Vice President of Programs (past)

Education: Graduate of St. Mary's College (South Bend, IN) Bachelor Degree in Business

Personal: Married to Scott, an entrepreneur and business owner.  We have three children: Alec, Austin, and Alena.
Notes of Interest
My Favorite...
Travel Destination: A beach, any beach because the sound and smell of the water lapping the shore helps me relax.
Pro Sports Athlete: Wayne Gretsky, because he always made everyone around him better; elevating both their game and performance. I love hockey!
Quote: “Those who cannot remember the past are condemned to repeat it.” – George Santayana   I saw this quote at the entrance of the Dachau Concentration camp in Germany and it really moved me.
Pet:  Bella Sue, a dog and Luna, a cat.  Both were adopted.

My Greatest Achievement: 
Raising three wonderful children.

Distinguished Awards: Executive Director Rookie of the Year (Junior Achievement) and Premier Advisor in 2019

Notable Fun Fact: My dad's family came from Germany and brewed beer there and then operated a brewery in Mishawaka, IN until 1957.

My Associate(s):
Lori Westerfield , Senior Registered Client Associate, Officer.
Mary Reinking , Senior Registered Client Associate, Officer.

Maureen Damer's Contact Information:
Address: 8888 Keystone Crossing, Suite 400, Indianapolis, IN 46240
Phone: 317-208-3713 | 800-428-6189    Fax: 317-573-9299


  • St. Mary College, Notre Damer IN