Mary joined our team in April 2018 after nearly a decade working as a medical assistant. She has set a high standard for customer excellence in every area of our company. Mary is also a licensed life & health insurance agent, always making it her upmost priority to ensure that each client feels at ease with their accounts and financial plan.
As our investment operations manager, Mary oversees the client services for the investment department of our company ensuring prompt and thorough service should any need arise. If you call in to our office, you will likely speak with her as well, as she oversees the administrative role of coordinating the schedules for all our advisors, prioritizing each client to make sure they are connected with their advisor for regular financial reviews and phone calls.
Mary loves spending time with her kids, friends, family, and dog, Sadie; as well as cooking, baking and boating in the summer. In her free time, she also enjoys gardening and other outdoor activities.