Meet Our Team
Maria has over 12 years of experience in financial services, financial planning, and qualified plans. Most recently, Maria was part of the Commonwealth Bank team as a Trust Associate and Financial Planner. Maria also has experience working with a local financial planning and wealth management firm focusing on individuals, families and businesses.
Maria earned her B.A. in Business Administration from Rhodes College and her Masters of Science in Accounting from Rhodes College. She holds her Series 7, Series 66, and is KY Life/Health licensed.
Maria currently serves on the executive committee of the Sacred Heart Academy Alumnae Board, on the board of KY IEP Advocate, and has previously worked with the KY Humane Society Tuxes and Tails Committee.
Maria lives with her husband, daughter, and two dogs in Crescent Hill.Email Maria