Client Services Assistant

Mary joined in 2007 as a Portfolio Administrator Assistant. In 2013 she transitioned to the Retirement Plan Solutions team as Client Services Assistant.

She delights in working with clients, performing administrative and office support activities such as fielding telephone calls, receiving and directing visitors, creating materials and presentations, mailings, filing, and scheduling meetings.  Mary lends a hand wherever she is needed, doing so with professionalism and charm.

Previously, Mary was the owner of Rock Springs Farm and Greenhouses, a wholesale grower. She still has the green thumb and bachelor’s degree in Horticulture from the University of Arizona.