Mari joined the team in 2018 at RBC Wealth Management after initially beginning her career as a financial advisor with Merrill Lynch in 2015. Prior to transitioning into the financial services industry, she spent more than 13 years serving the citizens of Tucson as a law enforcement professional. Mari has always been fueled by her inherent desire to help people, so she is excited to be able to elevate the service she offers clients by moving with the team to an independent platform. Their newly branded firm, Adara Wealth Management, will be supported by the LPL Financial Strategic Wealth Services division in a manner that will enhance Adara’s offerings and service to their clients.
Mari, a native Tucsonan, graduated from the University of Arizona. She is pursuing the CERTIFIED FINANCIAL PLANNER™ certification, which entails in-depth courses, training, and comprehensive examinations in all areas of financial planning, including investments, taxes, insurance, estate, and retirement planning. As a service-minded and detail-driven professional, Mari has developed the leadership skills and work ethic needed to provide a high level of service to those with whom she interacts. Mari’s knowledge relates to planning for various life events, especially in the areas of retirement, education, longevity, charitable giving, business, and insurance solutions. Her ultimate goal is to have a positive impact on both individuals and the community as a whole.
Mari and her husband, Andy, have a daughter and are active members of the community, constantly looking for new opportunities to get involved and try new things. In her spare time, Mari enjoys exercising, traveling, spending time with family and friends, trying different restaurants, and cheering on the University of Arizona Wildcats.
Mari is a member of the Make-A-Wish Foundation of Arizona Ambassador Board and Wishmakers Council.