Mary joined West Financial Services, Inc. in August 2005. Prior to joining the firm, she worked for over five years as the director of operations for a registered investment advisor. Her primary duties at West Financial Services include client services and account administration. She also provides support to relationship and portfolio managers, senior management, and the director of client services.
Mary was born and raised in Brooklyn, New York, and moved to Northern Virginia in 1985. Her family includes four children, three grandchildren, two cats and a rescue dog. She enjoys cooking and spending time outdoors in nature.