Mari is a Senior Client Service Associate for the Beacon Pointe San Diego, CA office and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Her duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service. Mari graduated from the University of Arizona with a degree in Finance. Outside of the office, she enjoys traveling, Pilates, and making custom hats.
