About
Mary
Mary has over a decade of experience from her various roles in the finance industry, including community banking, wealth management administrative support, estate management, and representative payee services. In her previous roles as a rep payee and estate manager within a non-profit organization, she was able to work directly with the most vulnerable population of NH. This has instilled within her a passion for advocacy of those with mental, cognitive, and physical disabilities.
Outside of the office, she loves to spend time with her husband and young daughter. Mary enjoys singing and has sung the National Anthem at various college graduations over the years, including the University of New Hampshire, her alma mater.
Education and Professional Milestones
- Graduated from University of New Hampshire
- Holds an FPQP® designation (Financial Planning Qualified Professional)
- Has experience creating custom financial plans
Mary has over a decade of experience from her various roles in the finance industry, including community banking, wealth management administrative support, estate management, and representative payee services. In her previous roles as a rep payee and estate manager within a non-profit organization, she was able to work directly with the most vulnerable population of NH. This has instilled within her a passion for advocacy of those with mental, cognitive, and physical disabilities.
Outside of the office, she loves to spend time with her husband and young daughter. Mary enjoys singing and has sung the National Anthem at various college graduations over the years, including the University of New Hampshire, her alma mater.
Education and Professional Milestones
- Graduated from University of New Hampshire
- Holds an FPQP® designation (Financial Planning Qualified Professional)
- Has experience creating custom financial plans