Investment Administrator
Mary Mizera serves as an Investment Administrator, focusing on client service and operational efficiency. She ensures that every client request is addressed promptly, accurately, and with a kind touch. Passionate about education and mentorship, Mary is also involved in training and developing new Investment Administrators.
Mary has honed her skills over many years working in financial services. She brings her confidence, solution-oriented mindset, authenticity, and eagerness to serve into every aspect of her work.
Education & Background
Credentials & Certifications
Specialties
Mary’s passion for excellence in client service extends beyond her professional responsibilities. She believes that nurturing this passion not only benefits clients, but also contributes to the well-being of the entire community. Mary works to positively impact the lives of clients and retirement plan participants, ensuring they have the support and education they need to achieve their financial goals.