Connie Maisch

VP of Operations

Connie Maisch is the VP of Operations at Perspective Financial Group, an Alera Group Company; she has been with the firm since 1985, dating back to its days as Lee & Associates. She is responsible for the daily operations and management necessary to ensure the firm has the proper administrative, reporting procedures and systems in place to effectively grow the firm and to ensure financial strength and operating efficiency. Connie enjoys the diversity of her position and the sense of accomplishment that comes from completing the tasks of her numerous responsibilities.

Connie has been commissioned as a Notary Public since 2002 also Medallion Signature Guarantee certified, which has proven to be helpful to our clients.

Connie and her husband David have resided in Boothwyn, Pennsylvania since 1997. They have 3 sons and 3 grandchildren.

Favorite place to visit? Jamaica

Favorite Movie? Gone with the Wind

Most interesting place you have been? Pearl Harbor Memorial Hawaii

Favorite song? Bob Marley: Three Little Birds

Favorite sports team? Penn State Football