Work with a Trusted Partner
Mary Ellen is an active member of the local
community, a speaker on Personal Information
Preparedness and Disaster Recovery, a member
of the San Rafael Chamber of Commerce,
Women for Success, the American Association
of Daily Money Managers, the Marin Association
of Female Executives and the National Notary
Association.

Background & Experience
Mary Ellen’s professional experience includes 15
years with a global S&P 500 insurer working
with Fortune 500 clients, with 10 years in
management and officer-level positions.

To provide solutions to help you manage your
time, finances, papers and priorities Mary Ellen
draws upon her background in financial
management, operational efficiency, work-
flows, and account management, coupled with
her graduate studies in Organization and
Leadership through Wharton, a BS in Finance
with a minor in Economics and an internship in
mortgage banking.
Licensed, bonded,
insured, and
fingerprinted with a
background check
completed by the
Department of
Justice


Financial Concierge
Services
Marin Paper Chase
Trust