Senior Advisor Assistant
Mara assists clients with all aspects of their accounts and has 29 years of experience in the financial services field including 18 years with Capstone Financial Group, Inc. Mara is responsible for preparing all new account documentation for clients. She enrolls new 401(k) plan participants and processes their enrollment documentation. She opens new participant accounts, establishes online access for clients and serves as Capstone’s liaison with Charles's Schwab & Co. Inc. and other custodial firms. Mara’s consistently positive attitude and responsiveness makes everybody whom she talks with feel that she is a friend.
Mara lives in Oklahoma City with her husband David and their two children Hannah and Jake. She also has two older daughters Shyann and Randi and four grandchildren Aden, Anabelle, Aspen, and Harper. Mara also enjoys crafts, gardening, reading and attending her grandson’s sporting events. Mara and her family are members of Crossings Community Church.