Simplified Financial Advice.

About Mary

Mary’s enthusiasm and perpetual smile make her the perfect fit for her role as our Client Services Associate. She is an effective problem solver and has the ability to cultivate and build strong relationships with clients and co-workers.

Mary’s professional history in serving clients includes a decade as a mortgage loan specialist and several years as a property community manager. Born and raised in Colorado, she briefly moved to California before discovering that Colorado is where she wants to be.

Outside of the office, Mary can be found spending time with her children, granddaughter and her dog Quinn. She enjoys everything the beautiful state of Colorado has to offer in terms of activities and sights.