Mary Banh is the CFP® Assistant and Office Manager for Harold (Buddy) Hartmann at NorthStar Wealth Partners in Madison, Connecticut. A graduate of Eastern Connecticut State University with a degree in Accounting, Mary brings a strong financial foundation, meticulous attention to detail, and a passion for helping clients achieve clarity and confidence in their financial journey.
Mary oversees all aspects of the back office for Mr. Hartmann, ensuring that every element of the client experience—from scheduling and paperwork to compliance and account processing—runs smoothly and efficiently. She plays a critical role in supporting wealth management strategies and client education initiatives.
Mary is driven by a sincere desire to make a difference in people’s lives. As she puts it, “It is fulfilling to help people understand the growth potential they can achieve with their wealth through the right education and guidance our team provides.” Her commitment to excellence and her calm, approachable demeanor makes her an essential part of the client experience at NorthStar.
Outside of the office, Mary enjoys unwinding with her favorite binge-worthy TV—whether it’s episodes of CSI or Chinese detective dramas that keep her guessing until the very end.