Maria has been working in the financial service industry since 2007 and has held multiple roles, including client concierge, financial advisor and coach. Maria holds her CFP®, CRPC® and BFA™ and is a Managing Partner, responsible for Business Development and coaching with Inspire Network. She started working in finance while a student at Siena and is recognized and respected for working her way up to Managing Partner and being a dynamic leader for advisor teams.
Maria has worked in the financial planning industry since 2007 and has held multiple roles, including client concierge, financial advisor and coach. She has coached many advisors on best practices and developed systems to directly impact the clients with whom she and her team work. She uses her experience to coach clients looking to advance to an Elite Team level and set the stage for generational transition. Having gone through the loss of her father at a young age, Maria is compassionate and insightful in providing advice and leading people through change in difficult times.
Maria regards self-growth, development and learning as a cornerstone of life and models these for others on a daily basis. She excels at bringing people together, organizing around them, and mobilizing resources to achieve and exceed expectations. Maria always plans ahead, prepares, and is engaging and people-oriented. She achieves goals through determination and holds herself and others to high standards of performance.
Her personal values are: Relationships, Health, Helping Others, Wealth and Recognition. She enjoys spending time with her husband Tim and her family and loves to travel. During the summer, she finds time to relax in the Adirondacks and Cape Cod, Massachusetts. As a volunteer, Maria is very active with the Boys and Girls Club of Southern Rensselaer County.
Kolbe A: Fact Finder, Follow Thru, Quick start, Implementor
Strength Finder: Achiever, Focus, Developer, Arranger, Discipline