Maria is the office manager of the Thomas Financial Group and as such ensures that the office runs effectively and efficiently. Interacting with our clients she assists with administrative services that pertain to their portfolio accounts. Services include preparation of reviews, the completion of forms, help with deposits, and assistance with transfers and withdrawals. In addition to client services Maria also supports our advisors. She truly is one of our most valuable resources. She joined the firm in 2011 and is also a Notary Public.
Maria graduated with an Associate Degree in Architecture from Oakland Community College.