Sr. Client Service Specialist
Mary began her career in the financial services sector in 2004 with The New State Credit Union League. Prior to joining Mercer Advisors as a Sr. Client Service Specialist, she served as the Director of Client Services with Resource Planning Group Ltd. She brings a wealth of experience across trading, advisory support, retirement services, and logistics across the wealth management landscape. In 2022 Mary earned her Certification- Lean Six Sigma Green Belt Certification. Mary graduated with her Bachelor of Science in Public Relations and a Minor in Business. She received her MBA and a Master of Science Finance from, Kaplan University. In her leisure time she enjoys reading, community outreach, and spending quality time with friends and family.