Meet Mary
Mary is a Service Operations Associate based in Portage, Michigan. She joined Mercer Advisors in 2022 through the
acquisition of Sanford Financial where she served as Client Service Associate. Prior, she held Legal Assistant roles for many years. Mary enjoys helping others, particularly clients who may desire patience and extra attention.
Her working style
Mary works with the client’s perspective in mind. She reviews her work as though she is the client receiving it.
Mary in real life
What keeps you busy outside of work?
I enjoy University of Michigan athletics, especially football and basketball.
Favorite thing about where you live?
I love the beauty of all four seasons in Michigan. Winter in particular has a special beauty that not all appreciate, but I do.
Why do you like working at Mercer Advisors?
I like working at Mercer Advisors because I feel valued for what I contribute.
Meet Mary’s Teammates
Tami Leffingwell
Manager, Client Service
What Mary Says
Tami is my go-to when complex issues arise. Her experience is a great guide when encountering new situations.
Lori Bumgart
Wealth Advisor
What Mary Says
When all else fails, the one person who will have the answer is Lori!
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