Mary brings over eight years of experience in administrative and client services to the Balance Rock Investment Group team. A remote worker, she is part of LPL Business Solutions, a service that provides industry-trained LPL professionals who can simplify operations and streamline advisors' practices. As Administrative Assistant, Mary partners with the advisors and client services team to provide support on administrative tasks and client management functions, including standard account activity management, preparing and processing new account paperwork, and overseeing maintenance of existing accounts. She also assists clients with account setup and any questions about the AccountView tool.
Mary has worked in the financial services industry for over eight years in administrative and client service roles at companies including LPL Financial and Home Life Insurance. She joined LPL in 2019, starting as a service professional on the Service 360 team, and has now joined Admin Solutions to apply her experience working with advisors in the Admin Solutions program.
A native of New Jersey, Mary has lived in Southern California for over twenty years. She enjoys working out at the gym and running, and is an avid cook and baker. In her free time, she enjoys visiting Disneyland and spending time with her family and pet cats.