MAs the Administrative Assistant at APEX Wealth Services, I take pride in providing a warm and inviting experience whether you're calling our office or visiting in person. My primary responsibilities include answering and transferring incoming calls and scheduling appointments for our clients, ensuring their first point of contact with our firm is always positive and professional. With over 18 years of experience in the financial services industry and previous experience at Weight Watchers, I bring a wealth of knowledge and dedication to my role. I furthered my education by obtaining both an associate's degree in general studies and a bachelor's degree in general studies from Indiana University.
What truly motivates me in my work is completing tasks efficiently and learning anything new that comes my way. When it comes to my job, I most enjoy being in contact with our clients, getting to know them personally, and making them feel comfortable and valued. I thrive on assignments that keep me challenged and organized, as these opportunities allow me to grow professionally while maintaining the high standards our clients deserve.
I believe that the greatest value I can provide for our clients is stability. In an industry where trust and consistency are paramount, I strive to be that reliable presence who ensures their needs are met promptly and professionally. My goal is to create an environment where clients feel heard, supported, and confident that their interactions with our firm will always be handled with care and attention to detail.
A native of Connecticut with familial roots in Lithuania, I currently live in Westfield, Indiana. I'm blessed to have two sons, Mike and Scott, and three awesome grandsons – Lucas, Liam, and Corey – who bring tremendous joy to my life. Outside of the office, I am actively involved in Saint Maria Catholic Church, where I treasure a sense of belonging and community. In my free time, my passion is being challenged in whatever I do, whether that's going for car rides to explore new places or watching a movie at home to unwind.
Mary is a Non-Registered Associated Person with Cetera Wealth Services, LLC.