With more than two decades of experience in the financial and banking sector, Mary brings deep industry expertise and an unwavering commitment to client care to her role at our firm. She’s passionate about helping individuals feel supported, informed, and confident as they pursue their financial goals.
Mary plays a pivotal role behind the scenes, overseeing our back-office technology platforms, managing client reporting, and optimizing daily operations. Her focus on refining internal processes and enhancing team communication keeps our firm running smoothly and centered on what matters most—our clients.
Outside the office, Mary enjoys life with her husband, Tracy, and their blended family of five adult children and one grandchild. Whether hosting backyard gatherings by the pool, cheering on the St. Louis Blues, or diving into the local music scene, they embrace every moment. And on weekends, you’ll often find them cruising on their Harley, relishing the freedom of the open road.