Maria has been involved in the financial services industry since 2011 and has over 25 years of experience in the administrative field. She is a graduate of Madison Area Technical College where she earned an associate’s degree as well as a Court Reporting certificate. She is a Financial Paraplanner Qualified ProfessionalSM (FPQP®).
Maria and her husband David have two children. She was born and raised in Rockford and enjoys musicals, scrapbooking, craft projects, and spending time with her family.
If you are a Savant client with accounts custodied at TDA, you already know we are in the home stretch of conversion. This Labor Day weekend, all TDA accounts will be migrated over to the Charles Schwab platform.
About two years ago, Charles Schwab acquired TD Ameritrade. “Conversion” day is on the horizon (Sept. 5, 2023) and we’re encouraging our clients to get ahead of the game. Are you ready?