“What I like best about Lumitas is how we treat everyone like family. We’re experienced at finding a balance between being financial professionals, but also being real and comforting towards our clients. We truly care about each client, and it shows.”
Mary Bolling is often the first face you see when you step into Lumitas Wealth Strategies, and her warm, caring demeanor immediately puts you at ease.
Your own personal finances are an intimate subject, and the financial planning process cannot be one-size-fits-all. That’s why the entire Lumitas team takes a highly personalized approach, getting to know your needs, concerns, and financial goals.
Mary recognizes the important role she plays as a client’s first point of contact, and she fervently believes you only get one chance to make a first impression. Mary is passionate about her position as Client Concierge, welcoming clients at the front desk, scheduling and preparing for meetings, assisting with marketing, and overseeing the day-to-day inner-workings and maintenance of the office.
Mary has nearly 40 years of operations and support experience, having spent a large part of her career working in operations and sales at Wells Fargo helping clients with financing their dream home. It was at Wells Fargo where Mary met Lumitas team members Dana, Justin, and Joyce, and they eventually convinced her to join the family at Lumitas.
Mary was born and raised in South Minneapolis, in the house her grandfather built and her mother grew up in. She enjoys spending time with her significant other of 25 years, two adult daughters, a son-in-law and three granddaughters. Genealogy research is a passion of Mary’s, one that she shares with her sister. She also enjoys gardening, reading, traveling, and relaxing at the lake.
