Mari, a Boone, NC native, joined AFA as a Wealth Manager in June 2019, following two and half years spent with another Atlanta-based firm as a Client Care Coordinator. Mari has always had a passion for helping and serving others, and after discovering that many people struggle in finding financial confidence, she now finds her work at AFA incredibly meaningful. She specifically enjoys working with women going through transitional events in their lives. Mari’s devotion to this niche stems from when her father passed away unexpectedly, and she watched her mother transition through the steps of life as a single-parent.
After completing a B.S. degree in Financial Planning at the University of Georgia, she obtained her Series 65 license and is a CERTIFIED FINANCIAL PLANNER™ Professional. While in college, Mari interned at a fee-only advisory firm in Athens, GA. She also volunteered as an Advanced Certified Tax Preparer for the Volunteer Income Tax Assistance Program (VITA) and as a Student Financial Provider for the ASPIRE Clinic in Athens, GA, providing holistic financial counseling.
Outside of the office, Mari enjoys spending time with family and friends, enjoying the outdoors and exploring Atlanta with her dog Jerry. She also loves to cheer on University of Georgia teams and the Carolina Panthers, and visiting every NFL stadium is on her bucket list.
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