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Iva Grepo

Client Service Associate

Iva comes to us as a Client Service Associate from UBS where we first met her over 10 years ago.  She is the mother of a 3-year-old budding fishergirl named Milana and married to Owin Hays who hosts the fishing show Outdoor GPS on Comcast Sportsnet.  She enjoys raising her daughter and most everything outdoors.  Working with Mary, Iva will be able to help clients with the following:

  • Anything you might need to make your service experience better
  • All things administrative
  • Cash needs and check disbursements
  • Tax documents
  • Duplicate statement requests
  • Online account access
  • Ensuring accurate/updated contact information
  • Gathering information/documents for Financial Planning and Estate reviews