Mary assists clients with accessing their private client website and provides support in reviewing account information. After clients meet with their advisor and select products designed to achieve their financial goals, Mary facilitates the processing and execution of applications through to policy placement.
Her responsibilities often include coordinating medical exams, obtaining attending physician statements, and serving as the primary point of contact between clients, carriers, case managers, and underwriters.
With many years of experience in the financial and insurance industry, Mary has built lasting relationships with clients by understanding their individual needs and objectives. Her commitment to client care and attention to detail have earned her their trust and confidence, ensuring each client’s best interests are always the priority.
Mary attended North Central College and has been a dedicated professional in the industry since 2001. Outside of work, Mary enjoys spending time with family and friends, fitness classes, and outdoor adventures.
