Marybeth joined KAF Wealth Management and Tom McCarthy’s practice in March of 2010. With over 30 years of experience in the industry, Marybeth is a seasoned professional specializing in client relations, office management, and operations. She has a deep passion for helping clients achieve their goals while streamlining internal processes to ensure smooth, efficient service delivery. Marybeth holds a Series 6 registration through Lincoln Investment and brings a wealth of knowledge to her role as Director of Client Services, where her experience in relationship management and strategic operations continues to drive success for both clients and the company.
Outside the office, Marybeth enjoys traveling with her family, spending time at the beach and staying connected with her community through her book club. Her approachable nature and wealth of experience make her a valued partner for both clients and colleagues alike.