Mary has been providing sound financial strategies to her clients since 2014. She is the recipient of several professional organizational awards and honors including 2021 Excellence in Sales and Customer Service, Top Registered Representative Greater Aiken/Augusta Market 2018, Top Branch Manager for State of South Carolina 2016, Best Bankers Award 2016, Top Branch Manager for Foothills West Market 2015, Top Licensed Investment Banker 2014, Top Personal Banker for 2007-2010, “Wow” Award for Excellence in Customer Service and ranked #2 in Augusta Market 2004, Voted Most Innovative, Ethical, and Proactive by peers 2004.
Mary began her career with Peachtree Planning in 2021, after working in banking for 19 years in areas of Branch Management, Investment Banking, Lending Officer, and Mentor to new Bankers. Mary was selected as a Registered Representative in 2021 and currently works in the Augusta Office. She guides her clients on a variety of financial matters including retirement strategies, investment strategies and risk management. Mary develops strategies to help individuals, families and businesses reach financial confidence as efficiently and effectively as possible.
Mary lives in Evans, GA with husband Jonathan and two children. Active in her community, Mary is a member of Columbia County Rotary Club, Volunteer with Golden Harvest Food Bank, Back Pack Program, Graduate of Leadership North Augusta, Member of Most Holy Trinity Catholic Church. In her leisure, she enjoys being active with her children’s sports, hiking nature trails, discovering new experiences at restaurants around the CSRA, and entertaining family and friends around the pool.