With over 6 years of financial institution experience, Mary serves as a Team Associate, assisting our Financial Advisors and helping service the Retirement team. With a passion for building strong client relationships, Mary provides client service with all inquiries and requests including new accounts, account maintenance and financial transactions. Mary's strong commitment to client confidentiality is forefront with her dedication to delivering high service standards in the financial services industry. She also assists with communication outreach and driving awareness of events that explore financial planning strategies. Outside of work, Mary enjoys traveling with her family, cooking, walking and weekly trivia teams!