Assistant Office Manager
Mary is a Notary Public with the state of Florida and has an extensive background in Customer Service and Project Management even before she joined Estate & Business Planning Group in 2012. As lead coordinator of her husband’s construction company for a number of years, she brought her many talents to our team and has been an asset since her arrival. She oversees many of the internal workflows and documentation procedures for advisor case design. Her love of speaking with people and helping them through our planning process provides a sense of comfort to many of our clients. Family is at the center of most things she does takes on and it shows every day. Away from the office, Mary enjoys filling photo albums & scrapbooks by spending time with her husband, children and grandchildren.