Meet Gretchen

CFP^®

Gretchen Tamplin

REGISTERED SERVICE ASSISTANT

Gretchen Tamplin is an Registered Service Assistant at Maven Financial, where she works closely with clients to gather and organize financial information, analyze their financial picture, and explore strategies to help them make informed decisions. With more than 25 years of experience in financial services, Gretchen especially enjoys taking complex financial information and organizing it in a way that helps clients understand the “why” behind recommendations. She is known for her attention to detail, problem-solving, and ability to find efficiencies that improve the experience for both clients and advisors.

Gretchen began her financial services career in 1998 and has worked across the insurance, brokerage, registered investment advisory, and tax industries. She has been developing comprehensive financial plans since 2010, bringing experience in retirement, investment, insurance, estate, tax, cash-flow, education, and employee benefit planning. Gretchen earned bachelor’s degrees in Finance and Accounting from Northern Kentucky University and became a CFP^® professional in 2013. She also holds the Series 7 and 66 securities licenses and a life and health insurance license.

Gretchen lives in Urbana, Ohio, with her husband, Andrew. Together they have three adult children and five grandchildren. Outside of work, she is the lead singer of a local classic rock and pop band and enjoys crocheting, gardening, and finding creative ways to preserve and cook with what she grows. Gretchen also served for 14 years in the U.S. Army Reserve.