Experience and Education

Mary has more than 20 years of financial industry experience. Prior to joining Mariner Wealth Advisors, Mary was senior associate in wealth management at Aspiriant where she worked with private individuals, families and business owners. In that role, she focused on wealth preservation and transfer strategies. Previously, Mary was a wealth planning analyst at Fifth Third Bank, where she was responsible for creating financial plans for individuals, business executives and business owners.

Mary has a bachelor’s degree in finance and a minor in international economics from Xavier University.

Personal Interests

Away from the office, Mary enjoys experiencing all the attractions the city has to offer with her 2 children as well as traveling with them during the summer.