1 year ago
NAPA Names 27 CAPTRUST Teams to Top DC Advisor Teams List
The National Association of Plan Advisors (NAPA) recently named 27...
Senior Financial Advisor
Mary Ann joined our team in 2020 and is responsible for providing investment management and financial planning services for high-net-worth clients. Mary Ann coordinates closely with her clients’ CPAs and attorneys to ensure proper implementation of investment, financial, insurance, retirement, tax, and estate planning goals.
Mary Ann came to us from MRA Associates where she served as a senior client advisor and as a member of MRA Associates’ Management Committee.
Prior to joining MRA Associates in 2004, Mary Ann spent seven years in the Scottsdale office of Henry & Horne, PLC. She also has extensive experience working in financial business management, tax, accounting, corporate analysis, banking, and insurance.
When she is not spending time with her two daughters and her husband, Mary Ann is focused on elevating the safety, health, and economic empowerment of women in Arizona.
1 year ago
The National Association of Plan Advisors (NAPA) recently named 27...
3 years ago
The National Association of Plan Advisors (NAPA) named 26 CAPTRUST...
3 years ago
When Chris Martin IV watches a musician playing the guitar...
3 years ago
Firm Launches New Service Offering: Tax...