Mary Finn, CIA®, CPFA™
Retirement Operations & Quality Assurance Associate
Mary's dedication to serving clients and their retirement needs is paramount. She delivers her expertise and care as she helps companies with firm retirement plans and participants with their individual retirement accounts. She also ensures quality in our service and support of you.
Mary grew up in Overland Park. She earned a bachelor's from the University of Kansas (Rock Chalk!). Prior to joining the team, Mary worked as an Accounting Analyst at SS&C Technologies (DST Systems). She primarily worked in asset management while also maintaining accounts for internally developed software and deferred compensation.
She holds the very respected (CIA®) and (CPFA®) designations. In her free time Mary enjoys spending time with her family, especially her niece and nephew!