Mary Shull

Mary Shull

Client Service Specialist

Phone: 952-905-2208
Fax: 952-546-1041
E-mail:
 

As the newest member of our team, Mary joined Strategic Financial Concepts in the Fall of 2017 as Client Service Specialist. She graduated with a Bachelor of Arts in Economics with minors in both History & Politics from Lake Forest College in 2017.

As Client Service Specialist, she is responsible for servicing client accounts, new account applications, assisting advisors with preparation of financial planning reports, and ongoing marketing projects. She is excited to learn as much as she can about the financial industry.