Maria joined the firm in March 2017. Her responsibilities include servicing existing retirement and property and casualty clients, identifying new business opportunities and office management. She works closely with Brian Brightbill on new account set up and follow up for his clients.
Maria was born and raised in the East Bay and currently lives in Oakland, California with her husband Jim. She lived in Pasadena, California and South Bend, Indiana before moving back to Oakland in 2012. She has two grown children. In her free time she enjoys hiking, travelling, running and spending time with friends and family.
She graduated from Indiana Wesleyan University with a Bachelor of Science degree in Management.