People make all the difference

The varied expertise of our team goes far beyond investment management to encompass retirement planning, tax and estate planning, risk management, philanthropic planning, education planning, and the full spectrum of financial counseling services. The teams coming together to support our clients include specialists with designations and degrees ranging from CFP®, CFA® and CPA to MBA, JD, LLM and PhD.

But, you’ll benefit from more than our technical know-how. From every team member you work with, you’ll sense a willingness to collaborate and to understand and appreciate your views and preferences…along with a selfless dedication to helping you attain your goals.

"We strive to deliver a level of service that goes above and beyond the expectations of our clients."

Mari DeLapp

Client Service & Office Administrator

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Mari joined The Colony Group at the start of 2017 along with Jones Barclay Boston. She is responsible for providing the team with a broad range of administrative and client service support as well as general office support and welcoming clients and guests to the office.

Prior to joining the finance industry, Mari worked in the medical field for more than 35 years, spending the last 18 years as the Practice Manager and Medical Assistant for a family practice doctor.

Mari received Medical Assistant certification from The University of Kansas.  When not in the office, she enjoys being outdoors, gardening, hiking, and spending time at the park as well as with her children and grandchildren.