Maria has 15 years of experience in Employee Benefit planning. She joined Legacy Financial in October 2015 after taking time off to raise her children. During her years spent as a stay-at-home parent, Maria was very involved in her parish and school. She continues to do so today. She has a Bachelor of Science in Management from the University of Cincinnati. After college, she worked at U.S. Bank and Fidelity Investments in Employee Benefit Planning. While at Fidelity, she implemented Defined Contribution plans and managed a staff of Implementation Project Managers.
As Client Relationship Associate, Maria greets and welcomes all clients and visitors to Legacy. She enjoys welcoming clients, helping them navigate through the office, and maintaining a hospitable environment. Maria takes care of the needs of the office. Additionally, she provides back-up to Client Service Associates (CSA) and fills in for CSA’s when needed.
Associates and clients are Maria’s main focus. When it comes to clients, she relishes creating a positive experience when they come to Legacy’s office or call to talk with their advisor. For staff, she also focuses on creating a positive environment by welcoming them into the office, ensuring correct supplies are available, and the space is ready for the work of the day ahead.
Maria lives in Batavia, Ohio with her husband of 28 years, Chris, and their three children. She enjoys spending time with family and friends. Two of her kids are college graduates from the University of Cincinnati, her youngest to graduate University of Arizona in the spring. They enjoy spending time together, playing games, riding bikes, and spending time with extended family. Maria is grateful for her family and the life events they share and support each other through.