Mary joined our team at Panorama Wealth Strategies in July 2017 as the Client Relationship Manager. In this role she focuses primarily on providing quality personalized service. She believes this is essential to ensuring a positive client experience. She is also responsible for administrative and organizational duties in the office. Mary has a natural affinity for people, which makes working with clients her favorite part of her job.
Mary resides in Kingston, NH with her husband, Guy and their Terrier mix, Cooper. She graduated from the University of Massachusetts, receiving a degree in Business Administration and received her MBA from Southern New Hampshire University. She also has her life, accident and health insurance license in New Hampshire. In her spare time, she enjoys traveling, boating on Lake Winnipesaukee, hiking, biking, snow-shoeing and snowmobiling.