Maria has more than a decade of experience in the financial industry in both bank retail and trust administration.
Maria’s passion for conversation and sharp listening skills allow her to identify client’s needs and objectives while finding solutions to make sure those needs are met. Her duties include acting in a fiduciary capacity on investment accounts, retirement accounts, and trust administration.
Education & Certifications
- Certified Trust & Fiduciary Advisor (CTFA)
- Certified IRA Services Professional (CISP)
- Bachelor of Science, Drury University
Interests & Activities
Maria is active in the community as a member of the Greene County Estate Planning Council and serves on the Board of Directors for the Junior League of Springfield. Maria also supports United Way of the Ozarks by participating in its annual Day of Caring. She currently serves on the Breakfast of Hope committee for The Victim Center and has previously served on the Advisory Committee for the Council of Churches’ RSVP program.
In her spare time Maria enjoys reading, cooking and spending time with her family.