Maria helps coordinate many of our clients’ ancillary financial planning needs, such as lending services, trust services, aggregate wealth reporting, expense management, etc. In addition, she is active in fielding and answering client questions, developing comprehensive client plans, and obtaining investment and product information.
Maria is a graduate of The Ohio State University with a B.S. in Finance and Real Estate. She is a member of the Ohio State University Alumni Association and currently resides in Dublin Ohio, with her husband and son.