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Mary Pat Finn

Client Service Associate

Mary Pat serves as a member of the administrative team at HFA and is a primary point of contact for our clients. Her main responsibility is to provide prompt and responsive service to our clients. In addition, Mary Pat schedules appointments with clients, handles and processes all client paperwork and the updating of client files.

Prior to joining HFA, Mary Pat worked with Villanova Financial Services from 2006 through 2017.  She has also had several years of accounting and customer service experience with ARA and Sun Oil Company. She enjoys spending time at the shore with her family.

Mary Pat and her husband Tom have three children and reside in Chadds Ford, PA.

Estate Planning

July 20, 2017 / Hoover Financial Advisors

Should I Add a Joint Owner to my Financial Accounts?

The below article was written by Douglas Kaune, Esquire. Doug is an estate planning attorney practicing with Unruh, Turner, Burke & Frees. At HFA, our advisors review this question with clients often and we […]

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