Mary SantiniRELATIONSHIP MANAGER
Mary Santini, a relationship manager, works closely with our advisors to create a personal proactive concierge service. Mary is passionate about working with clients and building relationships; she brings to the team diverse experience in insurance, financial planning and tax preparation.
As a former regional planner for a large national financial planning firm, Mary draws on her experience to help manage client’s financial lives with the goal of achieving financial peace of mind. She has also worked with a CPA and is adept at preparing tax returns. Mary graduated with a B.B.A in Marketing from Lamar University and was the recipient of the Plummer Award honoring the top academic graduates. She holds FINRA Series 7 and 66 registrations and is also licensed to provide life and health insurance services.
Mary enjoys playing golf and was a collegiate golfer before starting a family with her husband Vince. She loves spending time with her two very active boys and rat terrier, Brodi.