Mary joined predecessor firm Sage Financial Advisors in 2017 as an intern before transitioning to a full-time role as a junior analyst. Now she serves as a senior client service associate for our Reno, NV team.
Previously, she coached and worked as a management intern at a youth center in California. Mary earned her bachelor’s degree in finance with a minor in mathematics from the University of Nevada and holds the Financial Paraplanner Qualified Professional™ (FPQP™) designation.
When she’s not in the office, you can find her coaching soccer at a local youth club, playing in local leagues, and spending time with friends and family through their travels and game nights.
Previous Experience
- Junior Analyst & Operations at Sage Financial Advisors
Education & Credentials
- BS, University of Nevada, Finance, minor in mathematics
- Financial Paraplanner Qualified Professional™ (FPQP™)
FINANCIAL PARAPLANNER QUALIFIED PROFESSIONAL™ and FPQP™ are trademarks of the College for Financial Planning in the United States and/or other countries.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
