Mary Smith

Office Manager

Phone: 714-854-0455
Fax: 714-854-1668

Mary Smith is the heart and soul of the office staff.  She provides direction and sets a high bar for client service.  She joined the firm in 1997, having come from previous office manager positions. Her ability to address client questions and concern has earned her the admiration of clients, staff, and the guy who thinks he's the boss.

When Mary is not managing the office she is using her considerable design gardening and culinary skills to serve her family and friends and the community.  Mary loves all thing beautiful.  Every table she sets, every garden she plans, and every party she directs will be a wonder of color and taste.



  • Rules of the Rollover

    Rolling funds from an employer's plan to an IRA enables you to maintain control regardless of your employment situation.

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