Financial Business Associate
Mimi joined Morris Financial Concepts in 2019 as a Financial Business Associate. Mimi addresses the day to day needs of the office as well as supports both the MFC Financial Planners and our clients.
Mimi graduated from the University of Wisconsin with a Bachelors in Business Administration with an emphasis in Marketing. After graduation, she worked at Bank of Montreal (formerly M&I Bank) within the Institutional Trust Services division supporting the sales staff and later as a marketing analyst for their Strategic Accounts division.
In 2001, a move to Charleston provided new opportunities and Mimi explored various careers as a teacher and most recently a veterinary practice manager but her financial services knowledge and natural ability to work with and help others drew her back to the financial services industry.
In her free time, Mimi enjoys spending time with her 3 children at the beach, exploring new trails on her gravel bike, hiking in the Upstate, cooking for friends and watching the Wisconsin Badgers and Packers during football season.
To make every client feel at home and part of the MFC family.