Mary has over 30 years of experience in the financial services industry. She assists in managing Westgate’s private wealth clients and the firm’s employer sponsored retirement plans. Mary processes securities trades, transferring of assets, and prepares reporting to evaluate and monitor client accounts. She also assists with retirement plan education meetings and participant guidance.
Prior to joining the Westgate Capital team in 2019, Mary developed a broad range of financial experience ranging from wealth management, investment consulting, and retirement plan servicing at US Bank, Bank of America, Merrill Edge, and TIAA-CREF.
Mary is a University of Washington graduate with a Bachelor of Arts degree in Business Administration. She holds her Series 7, 63, and 65 securities registrations with LPL Financial, and is Washington State insurance licensed.
A Washington native, Mary resides in Orting with her husband Matt and their four rescue pets. She is an avid pickleball player and enjoys spending time competing on the courts.