Mary Keller

Mary Keller boasts over 30 years of diverse experience in the Investment Advisory Business, specializing in client service, operations, and continuous improvement. Currently serving as Senior Director of Client Services at Sequoia Financial Group since April 2025, Mary previously held significant roles at Carlson Capital Management, including Director of Operations and Client Service, and Manager of Operations and Client Service. At Meristem Family Wealth, Mary was the Director of Client Services and Operations Manager, enhancing wealth management strategies for individuals and families. Earlier in Mary’s career, operational growth was effectively managed at Kopp Investment Advisors, along with foundational roles at Hambrecht & Quist Equity Management and Thorson Brown and Plunkett. Education credentials include a Bachelor of Science in Finance from St. Cloud State University.