About
Mary
With a passion for developing relationships and a background in accounting, Mary takes great pride in her role in supporting wealth advisors in all aspects of client service, including the setup and maintenance of accounts and completion of paperwork processing. Her goal is to ensure that each client receives premier service.
Mary joined Focus Partners Wealth in 2026, having previously worked at Kovitz and Strategic Wealth Partners (SWP). She appreciates each firm’s philosophy and approach to client service. She understands that client relationships are not one-time transactions, but, rather, an ongoing process. She collaborates with other team members to understand and address each client’s unique needs. Serving as a resource for clients and finding solutions to their inquiries is one of the most rewarding aspects of her position.
Away from the office, Mary enjoys playing tennis, exploring different dining options, wine tasting, and visiting her children. She has been active in many charities, organizations, and clubs over the years.
Education and Professional Milestones
-Indiana University–Purdue University-Indianapolis – bachelor’s degree in accounting
With a passion for developing relationships and a background in accounting, Mary takes great pride in her role in supporting wealth advisors in all aspects of client service, including the setup and maintenance of accounts and completion of paperwork processing. Her goal is to ensure that each client receives premier service.
Mary joined Focus Partners Wealth in 2026, having previously worked at Kovitz and Strategic Wealth Partners (SWP). She appreciates each firm’s philosophy and approach to client service. She understands that client relationships are not one-time transactions, but, rather, an ongoing process. She collaborates with other team members to understand and address each client’s unique needs. Serving as a resource for clients and finding solutions to their inquiries is one of the most rewarding aspects of her position.
Away from the office, Mary enjoys playing tennis, exploring different dining options, wine tasting, and visiting her children. She has been active in many charities, organizations, and clubs over the years.
Education and Professional Milestones
-Indiana University–Purdue University-Indianapolis – bachelor’s degree in accounting