Mary serves as a Financial Consultant at the Winston-Salem office. She and her partners, Steve Phelps and Jack Elster, work together to understand their clients’ financial goals as well as get to know their family members. “Our team strives to develop multi-generational relationships with our clients and become a trusted advisor throughout their lifetime,” says Mary. “We are committed to offering solutions for their short-term and long-term financial objectives.”
She began her career nearly 30 years ago as a CG analyst at another investment management firm. Mary has worked alongside Steve for several decades with responsibilities including relationship management, client servicing and operational support.
She attended college at Valencia in Orlando, Fla.
Mary and her husband, Jamie, have two grown children, Megan and Gillian. In her spare time, she enjoys reading, swimming and traveling with Jamie.