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.
After joining Spencer, Wernli & Wilson Advisors in 2000, with 16 years experience in the banking industry, Mary obtained her series 7 and 63 securities registrations held at LPL Financial.
Mary has lived in the south-central Kansas area all her life, and enjoys spending time with her family, especially baking cookies with her granddaughter. Mary has two sons: Landon and Tyler. She and her husband have been together 17 years and love attending concerts of any genre. They are also avid travelers. They recently took a cruise and are already planning their next trip.