Mariann is dedicated to helping us provide an exceptional client experience. She is committed to helping service our clients throughout their financial journey while working to make their lives easier.
She assists clients with check, wire, and money movement requests, address changes, and all things related to their accounts, including answering questions and processing account updates. Mariann also greatly assists our team with many essential administrative duties.
Before joining our team in April 2014, Mariann was an office manager for a private dental practice. She went to Northern Illinois University and majored in Marketing.
Mariann is originally from Skokie, IL and now lives in Vernon Hills with her husband, Steve. When not in the office, Mariann enjoys working out, reading and playing with her dog.