Mary lives in Apple Valley with her family. Mary is originally from Wisconsin Rapids, WI and is a University of Wisconsin Stevens Point graduate.
Mary has worked with Bruce’s team since 1987. Mary has her Series 7 (General Securities Representative) and Series 63 (Uniform Securities Agent State Law Exam). Her responsibilities include: Investments, Office Managment, Account Operations, Client communications and maintaining compliance standards within the branch. She enjoys people and her excellent customer service skills set her apart.