Mary Beth Carroll

Mary Beth is our newest member of our back office team, but has already proved herself invaluable. She assists our back office with client onboarding, password and website troubleshooting, and handling client withdrawal requests. If you have requested funds, you have certainly heard her chipper voice authenticating you before making a withdrawal. During the tax season, if you're a tax client of ours, you most likely have already heard her friendly voice helping coordinate your tax delivery.

Mary Beth is a graduate of Nova Community College with a degree in Criminal Justice. In her freetime, she is actively involved with her church, enjoys spending time with her grandkids, traveling to the U.P. with her family in the summertime, watching crime tv, cranking up 70s music on her radio, and her cat, Simba.