Mari applies her more than 30 years of experience in the financial services industry to assist clients with their requests, needs and concerns. Working closely with our advisors, she makes it her mission to serve our clients at the highest level.
She is always eager to help the individuals and families our team serves. She makes it her goal to help clients understand their money is being well taken care of, and always endeavors to explain complex financial topics in a way that’s easy to comprehend.
Mari also assists our financial advisors in planning and building investment portfolios. She holds Series 7, 63 and 66 securities licenses, as well as life and health insurance licenses.
Prior to joining our team in 2008, Mari was a Senior Registered Sales Assistant at UBS Financial. She holds a bachelor’s degree in history from Randolph Macon College.
Mari is originally from Alexandria, VA, and now lives in Virginia Beach with her husband, John.