Mary is our Operations Associate at Bluerock Wealth Management. She is responsible for fielding client questions, providing account updates, managing data, and helping to facilitate transactions. Due to her knowledge of personal income taxes, she is a valuable asset in that area as well.
Mary has worked with Raj before, during her twenty years as a real estate paralegal. Her experience in the real estate and tax preparation fields prepared her for the highly detailed work she performs at Bluerock.
“Handling client requests with accuracy in a timely manner is my primary goal.”
Mary earned her bachelor’s degree in business administration (BBA) in accounting from the University of Georgia. In her spare time, she enjoys reading, sewing, gardening, and spending time with her grandchildren and her “grand-dog” Bailey.