Experience and Personal Information
Maria joined John in 2014 as Client Services Manager to help build a firm that provides outstanding client service. Maria’s focus is working with clients to take care of all transactions in their accounts (not involving securities trades); coordinate the processing of all client forms and documents needed; and administratively support all client and prospective client meetings and reviews. Maria also works jointly with John to support the marketing efforts of Meinert Wealth Management LLC.
Maria has spent the majority of her career in the medical billing field. She worked with JJ&R Medical Data Systems for twelve years, working her way up from collector to Assistant to VP of Operations. She then spent ten years working with Pediatrix Medical Group as the Accounts Receivable Manager responsible for patient and insurance payments across their U.S. pacific region. Maria was also chiefly responsible for ensuring departmental compliance with Sarbanes-Oxley and all quality review. She even earned an Employee of the Year award!
Maria is one of thirteen sisters and brothers who stay lovingly close to this day!