Superior Financial Service That’s Second to None
Going Above & Beyond
The Affinity Wealth Partners team was thoughtfully built to meet the full wealth management needs of your entire family. Going above and beyond, our friendly team prides itself on delivering personalized service and attention to detail that’s second to none.
By developing deep, meaningful relationships with clients like you, we’re driven to be helpful in as many aspects of your life as possible. Going far beyond rates of return, we get to know all the complexities of your life and happily provide professional guidance to help you navigate those challenges.
You’ve worked hard to achieve success for your family, and we’re proud to be the trusted financial stewards who give you the freedom to focus on what matters most in your life.
Meet the Team
Senior Relationship Manager
Mary joined the team in 2015 as a Client Associate at Merrill Lynch and played an integral role in taking the team independent in 2017. Mary continues to provide unsurpassed service and helps ensure our clients have a great experience when working with us. In addition to being loyal and organized, she utilizes excellent communication skills to deliver strategic solutions to
the families and individuals we serve, addressing any needs they might have as they pursue
their financial objectives.
Before joining our team, Mary was chief of staff for former Missouri First Lady Melanie Blunt and an executive assistant at Pyramid Foods. Mary holds a bachelor’s degree from Drury University, where she became a member of Pi Beta Phi sorority.
Mary currently serves on the Board of Directors for the Children’s Trust Fund, Missouri’s Foundation for child abuse prevention, she previously served as president of the Junior League of Springfield, is a member of Holy Trinity Catholic Church and is a registered yoga instructor. In her spare time, she enjoys running, yoga, hiking and spending time with her family and dogs. Mary is a Springfield native and lives here with her husband, Robert. They are proud parents to five grown daughters between them, one grandson, and two dogs.
Raymond James is not affiliated with the entities mentioned.
– Nicholas Sparks
“Sometimes the most ordinary things can be made extraordinary, simply by doing them with the right people.”