As the first person and last person the clients see when they are in the office, Maria is instrumental in making sure the clients have a positive experience.
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. Part of her role involves managing client information on the Client Database and across all applications to keep everything up-to-date, managing the monthly and quarterly report process, depositing checks, and distributing incoming mail. Maria supports the staff with daily tasks and projects as needed, such as acting as a back-up to Client Service Associates (CSA) and filling in when CSA’s are out of office. This includes account applications, distribution requests, and other client service needs.
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 26 years, Chris, and their three children. She enjoys spending time with family and friends. All of her kids are college students at the University of Cincinnati. 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.
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