Location

Lebanon, PA

Education

Bachelor of Science in Education, Bachelor of Arts in Psychology – Bowling Green State University

Bio

Mary Ann is a client services specialist in our Lebanon, PA office. Mary Ann started her career as a social worker, specializing in child and family social work and family law, in Ohio, moving to continue her career in Massachusetts. After 10 years and a relocation to Pennsylvania, she worked as a stay-at-home mom for several years while raising her children. In a complete change of career, Mary Ann entered the financial services world in 2016 as his Administrative Assistant.

In her role, Mary Ann prepares client meetings and reviews, paperwork for new accounts, any paperwork that is needed to maintain client accounts, scheduling appointments, and various administrative duties needed for the Lebanon office.

Mary Ann lives in Lebanon with her husband, John. She has three children; two sons and one daughter. In her spare time she enjoys cooking, baking, reading and attending the sporting events of her children.