Mary specializes in working with successful, accomplished individuals and families that have intricate private insurance needs. She analyzes their risks and collaborates with her clients and team at Insurance and Trust to design customized insurance packages with the goal to ultimately deliver them peace of mind. She offers a personal level of service and works to build and maintain long-lasting connections with her clients. This relationship-building approach allows her to understand and address her client’s needs fully.
Mary has over 19 years of unique experience and background in client relations. Prior to joining Insurance and Trust in 2012, Mary gained 10 years of experience working as a certified paralegal at law firms in the Tampa Bay area, where she handled and assisted attorneys’ affluent clientele with their legal needs, including probate and estate planning, real estate transactions, and corporate formations.
A Florida Native, Mary graduated from Eckerd College in St. Petersburg with a bachelor’s degree in business management. Mary holds her Florida property and casualty license.
She is dedicated to her community and volunteers regularly at her church – Grace Family Church. Mary is an active member of the Junior League of Tampa. She enjoys an active lifestyle, which includes cycling and kayaking. She also loves exploring Florida’s parks, beaches and springs in her free time, and spending quality time with family and friends.
