Mary Navis
Client Service Manager
Mary has worked as an assistant to Principal® financial professionals for over 25 years. Mary works with Tim and Matt to make sure that client needs are taken care of in the most efficient way possible. She aids in the opening of client accounts and scheduling regular reviews to ensure client satisfaction. Mary also works with the advisors to facilitate that client needs are met through the various stages of their lives. Most importantly, she is always available to assist in any way possible.
She and her husband operate a farm outside of Cedar Grove, where they raised their four children. In her spare time, she teaches private violin lessons and enjoys scrapbooking.