Mountain Financial Services

Marjorie P. Mountain
Marjorie P. Mountain was a Senior Trust Officer in the Private Banking Division of Citibank, N.A. (NYC) administering trusts and estates for high net worth individuals.  Prior to that Mrs. Mountain was a paralegal and Administrative and Research Assistant in the Trust and Investment Department at the Boston law firm of Choate, Hall & Stewart.  Mountain is cum laude graduate of Wheaton College (Norton, MA) and a graduate of the N.Y. State Bankers Association School for Trust and Estate Administration.  She has taken postgraduate courses in accounting and federal, estate and gift tax and has completed the Certified Financial Planning Program at Pace University Lubin School of Business in White Plains.  She has lived in Greenwich, with her husband and three children, for more than thirty years and has been active in school and community affairs.

Livy Howard
Livy Howard has over 15 years experience as a Financial Manager and Operations Specialist in the consulting and on line retail industries.  Livy has a degree from the University of Vermont and is a licensed insurance broker.  He currently resides in Westport with his wife and four children and is active volunteer in youth sports programs. 

Kylie Wernert Burchell
Kylie has worked with Mountain Financial Services for over 8 years, she has a BS from Roanoke College in Virginia.  Kylie has experience managing several Real Estate properties in Greenwich along with all of the accounting and leasing.  Along with managing Real Estate and her financial background, she was the head lacrosse coach at Greenwich High School for six years where the team won both State and County championships. Kylie resides in Greenwich with her husband Evan and three children.