Mary is primarily responsible for processing new accounts, investment management implementation, monitoring account transfers between firms, coordinating duties among other client associates, and implementing ideas on enhancing the client service experience.
Mary takes a personal approach to help ensure her clients are comfortable with their transactions, requests, and transitions within the practice.
Mary began working for The Hambleton Fieler Group in 2006, and prior to that spent 26 years in the banking sector focusing on commercial and residential lending.
Mary and her husband live in Bellevue, KY and together they have three children and three grand-daughters. She enjoys scrapbooking and watching her grandchildren participate in sporting activities and dance.