Mary is a Registered Client Service Associate and graduated from University of Wisconsin-River Falls with Bachelors in Business Administration with a minor in Economics and a multidisciplinary emphasis in Finance and Accounting. Joining the team in 2018, she brings more than 25 years of client focused relationship experience in the financial services industry. Mary has been dedicated throughout her career to overseeing clients and their families' financial success. She shares our client-first philosophy, which is the foundation of our business. She is committed to delivering a high standard of care for our clients and their families; with her emphasis on relationship development is an asset to our team.
Mary has experience and a passion for customizing a goal-based financial plan that is designed based on you and your families' unique, personal circumstances. With a goals-focused approach to financial planning, it will take into account how you want to live your life both now and in the future.
On the personal side, family is important to Mary. She is a very proud Auntie to nine children who she sees or talks to often; even though they are not local they know that Auntie Mary loves them the most. She also is an honorary auntie to many of her friends' children.
In her spare time, Mary enjoys watching football, running, cross-fit, swimming/beach, doing puzzles, playing cards and board games.
Registered States:
AL, AZ, CA, CO, CT, FL, IL, KY, MI, MN, NJ, NM, NY, OK, SC, SD, TN, TX, WA, WI