Mary Stammers, FPQP®

Senior Client Service Associate

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. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.