Mary Ellen brings over two decades of experience in the accounting industry to Baird, where her client driven mindset and attention to detail make her a valuable asset to Team Paula. She supports Paula in providing comprehensive Lifestyle Wealth Planning and Advanced Planning Services to her clients. Planning and Services include preparing for life events such as a business sale, retirement, widowhood, windfalls, and reviewing estate plans, providing analysis for tax planning, estate plans and stock options as well as assessing cash-flow. Known for her exceptional communication, follow through, and problem-solving abilities, Mary Ellen provides a concierge level of service, proactively managing client documentation, distributions, new account openings and technology education for clients.
Outside of work, Mary Ellen is passionate about physical fitness, enjoying both the physical and mental challenges it presents. She's created many new friendships while "suffering" together through strenuous workouts! A dedicated reader, she enjoys crime fiction, mystery and war stories, and action-adventure book series. Mary Ellen also cherishes time spent with her husband Pat, an outdoor enthusiast, car aficionado, jet boat captain and their adopted cats, Leo, Cleo and Fred.
"Mary Ellen's ability to understand each client's unique purpose and objectives strengthens Team Paula's Advanced Planning efforts. Her organizational and technological skills streamline Team Paula's processes, bringing added efficiency to client interactions and enhancing the overall experience for every client." - Paula