Maria coordinates our team’s client service relationships focusing her time and attention on providing the highest quality of service. In addition, she helps coordinate many of our clients’ ancillary financial planning needs, such as lending services, trust services, aggregate wealth reporting, expense management, etc. 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 currently resides in Dublin Ohio, with her husband, son, and daughter. In her free time, she enjoys spending time with her family and staying active with her young children.