Harry J Mentonis, CLU®, ChFC®, CASL®, WMCP®
Wealth Management Advisor

Serviam Financial

My Team

Mary Knox Marsh

Mary Knox Marsh

Director of Insurance Operations and Services
Office 215-973-2767

Mary is the director of insurance operations and has been with our firm since April of 2014.  She currently handles all insurance operations, proposal generation, scheduling, and works one on one with clients to ensure the technology we provide is being utilized correctly. She holds her Life, Accident, and Health Insurance license.

Mary will be reaching out to you for all schedule related needs and to ensure registration on the client website.


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