As Supervisor of Financial Operations, Mary assists our clients in all of their financial needs–from answering questions to preparing financial reports, maintaining and preparing updates for client reviews and working with new business clients.
Mary joined Spencer, Wernli & Wilson Advisors in 2000, after spending 16 years in the banking industry. She obtained her series 7 and 63 securities registrations.
Mary has lived in the south-central Kansas area her entire life. She enjoys spending time with her family, especially baking cookies with her grandchildren. Mary has two sons: Landon and Tyler. She and her husband, Bill, love attending concerts of any genre. They are also avid travelers. They have taken several cruises and enjoys spending time in the Caribbean Islands, as well as Colorado. They always have a trip in the works.
Mary is a past President of her local Kiwanis Club and was a member of 4-H growing up. She earned an Associate’s degree from Butler Community College and was a Betty Crocker award recipient. She enjoys sharing her cooking and baking skills with family and friends.
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