Mary Ann works with busy professionals who value sound financial planning. Mary Ann has over 6 years of experience in helping clients work towards their individual, family and business financial goals.
She helps clients manage multiple goals and handle complex financial situations by following a process that involves getting to know you and your goals. She then presents the most suitable strategies to help you pursue those goals. Once your plan and investments are in place, she tracks your progress and updates your plan so you can focus on living and enjoying your life.
Mary Ann grew up in the Chicago area, and attended Indiana University studying Vocal Performance at the IU School of Music. After a few years as a professional opera singer, she found a rewarding career in banking and finance.
She is married to her husband Timothy, and they have one college age daughter. She attends the theatre, symphony and opera on a regular basis. She is a die-hard Giants fan and enjoys rooting on the Golden State Warriors. She and her family are also very involved in their church.