As the firm administrator of WealthPLAN, PC, Mary is known as the glue that holds the firm together. She has extensive human resource experience and business administrative experience, both of which benefit the firm in numerous ways. Mary is originally from Orange County and has spent over 10 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 possesses a rich backgroud in accounting and office management with a degree in finance. She works to ensure that the firm runs smoothly around the clock. Her experience spans 15 years and is vital for the daily operations of WealthPLAN, PC. Mary is responsible for the firm’s finances, client billings, marketing, staff maintenance, and basic IT upkeep. The Partners have always relied upon 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, PC so the entire team has the opportunity to be a part of something bigger than themselves.