Manager, Client Services
Certifications
Registered Paraplanner, 1999
College of Financial Planning
Education
Bachelor of Science, Business Administration
Bowling Green State University
Experience
Mary has been with Asset Strategies, Inc since 1997. She is the primary liaison between clients and financial institutions. Mary processes clients’ financial requests and transactions. She also submits withdrawal requests, deposits investments, processes all new applications and transfers, and monitors all activity on existing accounts.
Contact Information
Telephone: (314) 432-0288, extension 10
E-mail: mary@assetstrategiesinc.com
