Mary Limburg
Trader & Client Service Specialist
Meet the Team
Mary Limburg
Trader & Client Service Specialist
Mary was previously a Financial Analyst in the Business Development department of Berwind Corporation. Prior to her stint in Business Development, she was a Consolidation Accountant at Berwind Corporation. She brings her exceptional analytical skills and eagerness to please clients to the PCM Team. A graduate of Temple University, Mary earned a BBA with a concentration in Accounting.
Outside the Office
When not at the office, Mary is busy being an empty nester with her husband Richard; two dogs, Jack Point and Wilfred Shadbolt; and three cats, Yum Yum, Ruthven Murgatroyd, Baronet of Rudigore and Phoebe. She enjoys visits from her four grown children, reading, and traveling both near and far.
NEWS & BLOG
FROM THE BLOG
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04
AprSecure Act 2.0 Webinar
Secure Act 2.0 includes changes to Required Minimum Distributions (RMDs), Roth IRAs, Catch-Up Contributions and other provisions for retirement accounts. In this webinar we discuss some of these important changes that were passed into law in December of 2022.
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Health Savings Accounts Webinar
In this webinar we discuss Health Savings Accounts (HSAs) and the reasons why we call these accounts Hidden Wealth Builders.
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08
DecCyberSecurity: Protect Yourself
CyberSecurity – In this webinar we discuss scams and frauds to watch out for, and ways to protect yourself from cyber threats.
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