Having grown up in Southeastern Michigan and after attending Schoolcraft College, Mary joined Raymond James in 1995. She began supporting financial advisors, and their clients, in the Farmington Hills office. She was asked to serve as the Operations Manager of our Dearborn office in 2004. In addition, Mary began working directly with Renato and Tom addressing client needs and financial concerns. To this end, Mary is our teams Practice Business Manager and trained to be a Certified Estate Planner, CEP. According to the National Institute of Certified Estate Planners (NICEP), this designation conveys that Mary is qualified to help clients understand the various options and nuances of estate planning, and as a part of a professional team, capable of developing a customized plan to help fit each client’s circumstances.
Mary has made significant contributions to the firm as well. First by serving locally on peer leadership groups, and subsequently serving on the Firm’s Operations Manager Advisory Council (OMAC) eventually serving a term as the Chair of OMAC.
On a personal note, Mary has traveled extensively supporting her daughter Chelsea during Chelsea’s competitive figure skating years with the Dearborn Crystallettes. They continue to travel together, time permitting, now that Chelsea has retired from competitive figure skating.
Mary holds her Series 7, 9 and 10 licenses through Raymond James & Associates.