Mary has worked in the investment industry since 1989. She joined EBS in 2012 after working in banking as a trust officer and investment advisor. Today, Mary is responsible for developing and servicing the needs of individual clients. Mary strives to build client relationships that are team and education oriented, rather than transaction oriented. By engaging the client throughout the process, Mary builds trust while managing current needs and planning for the future.
Mary enjoys spending time with her husband, three stepsons and daughters in law, and seven grandchildren. She also enjoys travel, tennis, and the arts. Mary has a passion for supporting the community through service on local non-profit boards, serving as the Vice Chair of the Board of the Foodbank, Dayton and as a member of the Finance Committee for the Wright State Alumni Association.