My name is Mara Yates, and I am a Client Services Associate with One2One Wealth Strategies. I’ve always been passionate about helping others, and in my role, I work closely with both clients and advisors to ensure client needs are handled accurately and efficiently while delivering responsive, high-quality service.

Prior to joining the firm, I was with Morgan Stanley as a Client Relationship Manager, where I supported clients and advisors with account servicing and day-to-day operational needs. This experience helped me develop a strong foundation in client service within the financial industry.

I graduated from University of Wisconsin–La Crosse with a Bachelor of Science in Finance and Economics. I was born and raised in Wisconsin and value the strong work ethic and sense of community that shaped my upbringing.

Outside of work, I enjoy hiking, watching sunsets, and spending time with friends and family.

_{*Not registered with LPL Financial}