Mary Ann Sendik_Temporary

Mary Ann Sendik

Client Service Administrator

In her role as a Client Service Administrator, Mary Ann serves as the liaison between clients and their custodians and is the point person for all account requests. She strives to go above and beyond and provide accurate and efficient service for her clients. Before joining the firm in 2019, she served as a Client Relationship Specialist at one of the largest Charles Schwab branches in the country.

Since each client’s circumstances are unique, Mary Ann takes great pride in educating people and helping empower them to understand the complex nature of the financial industry. Her mission is to contribute to a top-notch experience and earn the trust and confidence of her clients.

Originally from Wisconsin, Mary Ann enjoys biking along the Northshore. Her passion is cooking, especially baking for her children. She is also a volunteer for the Northern Suburban Special Recreation Association (NSSRA) and the Turner Syndrome Society. In her spare time, she stays active by working out, playing golf and tennis, and her newest love – boxing.


BA in Journalism, University of Wisconsin-Milwaukee


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