As the firm administrator of WealthPLAN, PC, 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 possesses a rich background in accounting and office management. Her experience spans 15 years and is vital for the daily operations of WealthPLAN, PC. She works closely with 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, PC so the entire team has the opportunity to be a part of something bigger than themselves.
- Association of Legal Administrators, Member.
- Santa Clara County Legal Professional Association, Member.
- National Notary Association, Member.