Financial Advice that Makes the Complex Simple.

As a Client Service Associate, Mary focuses on ensuring accuracy when completing tasks. She is a valued member of our team and is no stranger to the financial services industry.

Mary has a bachelor’s degree in Finance and Banking from the University of Nebraska-Omaha and is on track to complete her MBA from Midland University soon.

Passionate about all things equestrian, Mary’s favorite quote comes from John Wayne: “Courage is being scared to death but saddling up anyway.”