Mary K. Doyen
As the office manager of WealthPLAN, Mary is known as the glue that holds
the firm together. She has extensive HR and administrative experience,
both of which benefit the firm in numerous ways. Mary is originally from
Orange County and has spent over eight years actively involved in the
legal field. Previously working as a freelance tax consultant, Mary split
her time between clients on the East Coast and here in Silicon Valley.
Mary possess a rich background in accounting and office management. Her
experience spans 15 years and is vital for the daily operations of WealthPLAN.
She works closely with Frank and John to ensure that the firm runs smoothly
around the clock. Mary is responsible for the firm’s finances, client
billings, marketing, staff maintenance, and basic IT upkeep. The partners
rely on Mary for her understanding of administrative procedures and ability
to keep things operating as they should.
Mary is also an active member of the Association of Legal Administrators,
Santa Clara County Legal Professional Association, and the National Notary
Association. She, like the rest of the firm, believes in the importance
of giving back to the community. She regularly plans charity walks for
WealthPLAN so the entire team has the opportunity to be a part of something
bigger than themselves.