Maria is dedicated to creating an ultimate customer experience for all Beyond Wealth Management clients. She fell in love with Beyond Wealth Management's true dedication to changing lives. She says working with authentic businesses who genuinely want the best for their customer, is priceless, so, she jumped on board permanently and hasn't looked back.
Maria received her Bachelor of Arts from the University of Oregon (Go Ducks!) Journalism School in Advertising Management and Creative tracks. Her experience includes: branding, business strategy and development, marketing, organizational development, event planning, graphic design, team leadership, business ownership and more. Her client list includes working with: Got Milk?, Netflix, Foster Farms, Banana Republic, University of Oregon Bookstore, Kendall Auto Group, Synovus Banks, PIVOT Architecture, and hundreds more. She also enjoys working with non-profits and has been employed by or has consulted with: Oregon Pediatric Society, Georgetown Public Policy Institute, Reach out and Read Oregon, Save Our Soldiers, Project Homeless Connect, Community Living Case Management, several Chamber of Commerce organizations and more.
When she isn't working (although she doesn't consider this real work because she loves it so much) or shuffling kids to soccer, basketball, baseball, drama, swimming or any number of the other extra activities her kiddos are involved in, she enjoys gardening, traveling and loving on her 4 kids.
Maria acts as a non-registered associated person of Waddell & Reed, Inc. She is authorized to assist Advisors with Waddell & Reed with approved activities. She is prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services. These activities are the sole responsibility of the Advisors she supports. In addition, she is not authorized to enter into any contractual obligations on behalf of Waddell & Reed, Inc. or otherwise bind the firm. Waddell & Reed is not affiliated with any other entities referenced. 07/20