Since 2014, Mary has successfully served the Tota Vita Family. In her role as the Office Manager and VP of Operations, she works closely with Darren to help clients achieve their most precious financial goals by ensuring operational efficiency for the practice. Her sincerity, attention to detail, and rigorous work ethic have been instrumental in delivering an exceptional client service experience.
In addition to managing the office, Mary is a specialist in client-onboarding, account maintenance, event planning and more. Mary enjoys road trips, outdoor activities with her Golden-doodle, Lulu, and visiting her home state, Idaho, a few times a year.