Mary is an Associate Financial Advisor at Summitry. She primarily works with the Private Client Group, providing advisory and planning support to the firm’s Financial Advisors. She constructs comprehensive financial plans, enabling clients to plan for their financial independence. Mary is a Chartered Financial Consultant and Financial Planning Qualified Professional.
Prior to joining Summitry, Mary earned a Bachelor of Arts in Psychology at San Francisco State University. Mary started off at a firm in San Francisco, supporting the advisors and clients with day-to-day administrative tasks. Shortly after the office moved to Marin County, the firm merged with another company and during that time Mary collaborated with the advisors in preparing comprehensive plans and recommendations.
Mary was born and raised in San Francisco, where she lived until 2020. Mary and her husband now reside in the East Bay. Mary enjoys cooking, small weekend trips in the Bay Area, and spending time with close friends and family.
