Meet Our Agents
Phone: (352) 228-1684
Fax: (352) 563-9823
Mary Ann grew up in Franklin Square, NY and received her BS degree from St. John’s University, Cum Laude in Accounting. She began her auditing career at Price Waterhouse in Manhattan reaching senior auditor. Her and her husband John moved their family to Citrus County in 1993, she co-owned a tax preparation firm with her husband John that grew into one of the largest CPA firms in Citrus County. Most recently, Mary Ann was the Human Resources and Client Experiences Director for Joseph Capital management, which successfully merged with Modera Wealth Management LLC in July 2014. She is skilled in creating positive, productive and satisfying experiences and outcomes for her clients.
Mary Ann is an active board member of the Pilot Club of CR, Co-Central Citrus Rotarian, and member of Trinity Catholic High School Enhancement Board. She enjoys traveling abroad and trying new cuisines in those countries. She also has a passion for cooking and likes to entertain. Her three sons keep her active. Mary Ann is also fluent in German. Please stop in our office in Crystal River and see a familiar face from the business community.
Mary Ann can be reached by email: firstname.lastname@example.org or phone: 352-228-1684
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