Leadership
Ann McGrath
CEO
As a Principal at Maxwell, Ann brings over 15 years of experience advising companies on risk management issues. She is focused on Maxwell’s operations, including human resources, workflow and client satisfaction. In this capacity, Ann has been instrumental in implementing new policies and procedures at Maxwell in order to improve its security and compliance processes.
Matthew C. McGrath
Board Member
Matthew has over 20 years of experience advising individuals, families and businesses in the areas of finance, taxation, investment banking and wealth management. He is a Managing Director with Capital One Commercial Banking (a division acquired from GE Capital) where he finances leveraged buyouts for private equity funds.
Rashell Lewis
Director of Business Services + HR Manager / Senior Client Advisor
Rashell brings extensive experience and a genuine passion for helping clients succeed. As part of the Maxwell team for over 15 years, she enjoys working with a wide variety of business and personal clients, building lasting relationships, and gaining insight into each client’s unique goals and operations. Beyond her client responsibilities, Rashell plays an essential role in the firm’s daily operations, strategic growth, and team development. She is committed to mentoring others, improving processes, and embracing new challenges. Her passion for bookkeeping and continuous learning drives her to deliver exceptional service while fostering the success of both clients and colleagues.
Heather Mitchell
Director of Private Client Services + HR Coordinator / Client Advisor
Heather has been a valuable part of Maxwell for over 15 years and plays a key role in the firm’s leadership, onboarding, and daily operations. She has a passion for organization and developing thoughtful workflows that create greater efficiency for both clients and the Maxwell team. Heather enjoys building lasting client relationships, taking on new challenges, and helping clients achieve their goals while easing the stress of managing their day-to-day finances. As a collaborative leader, she is committed to supporting her colleagues and helping them grow and succeed. Her thoughtful, personalized approach allows clients to feel confident, cared for, and well supported.
Client Advisors
Patti Hedges
Client Advisor
Jimisha Shah
Client Advisor
Emma Hoop
Client Advisor
Client Support
Sydnee Evans
Client Support / Office Coordinator
Caden Tracy
Accounting Intern
A Team You Can Count On.
We work behind the scenes so you can enjoy peace of mind knowing your financial details are in the hands of a dedicated team that truly cares