Mary is excited to join Westfield Financial Planning after many years out of the corporate environment. Her primary responsibilities in the office include communicating to clients with the monthly educational newsletter, updating our social media presence and scheduling appointments for our financial reviews. Mary is also responsible for organizing our various educational workshops and client appreciation events.
Before making the decision to devote her time to raising her children, Mary had worked for many years in the brokerage industry in both NYC and NJ. A longtime resident of Westfield, Mary lives here with her husband Cliff, and their 3 children, Chris, Matt and Erin…and their rescue pup Finn.