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.
Mary handles all non-investment questions and
requests from clients about their accounts and also
serves as back-up to Kathy Kamp’s administrative
responsibilities.
Contact
Information
Telephone: (314) 432-0288, extension 11
E-mail:
mary@assetstrategiesinc.com
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