As an Account Manager, Mari is responsible for onboarding new clients as well as helping current clients understand their account statements, take distributions, rolling over accounts and transferring funds. Her responsibilities also include other supporting administrative roles.

Mari earned her bachelor's degree in English, Political Science and Women’s Studies from Kansas State University. She also maintains her Series 7 General Securities and Series 66 NASAA Uniform Combined State Law licenses.

In her free time, Mari enjoys spending time with her three boys, reading and gardening.