top of page
Relationship Manager / Lead Financial Planner
Maria joined the firm in 2021 and provides financial planning and relationship management support to the Fiduciary Services Group. Prior to joining the team, Maria worked with clients in Boston and New Hampshire. While working, she continued her education through her graduate degree as well as obtaining her CERTIFIED FINANCIAL PLANNER™ designation. In her spare time, Maria enjoys entertaining her daughter, long walks, and traveling. Even though she currently resides on the East Coast, she is looking forward to more frequent trips back to where she grew up in Washington State.
bottom of page