Maria Caffray
Maria Caffray Senior Registered Client Associate

Maria is our Senior Registered Client Associate and has been in the financial services industry since 1998. She joined Andy Siegel and Nick Roeschley in 2005.

Maria is dedicated to creating a quality service experience for the team’s clients, helping to ensure that transactions and inquiries are handled in an efficient and professional manner. Maria can be contacted for all account-related operational issues.

Outside of the office Maria enjoys genealogy, reading and supporting animal rescue and welfare organizations.

Contact Maria for the following requests:

  • Contact Information or maintenance updates
  • Request for deposits, withdrawals, and other money movement
  • Questions on statements, documents or change in life events.
  • Schedule appointments
  • Distribution of Assets