Mary handles all account logistics and works with our asset management partners to ensure your accounts are managed promptly and securely. Her attention to detail and effective communication ensure that all operations run smoothly. She provides exceptional service for all client account needs. Mary has many years of experience in the financial services industry and holds the FINRA Series 65 license.
Outside of her professional work, Mary enjoys crafting and taking her dog, Harlee, to explore the local farmer’s market.
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Information on this site is directed towards U.S. residents only. Lifespan Financial Strategies, Inc. is registered as an investment adviser with the U.S. Securities and Exchange Commission (SEC). Lifespan Financial Strategies, Inc. only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.
