YOUR TRUSTED PARTNER
Mary has more than 30 years of experience in the investment industry and prides herself as being her clients’ trusted partner.
Mary is a Certified Financial Planner® and a member of the National Association of Personal Financial Advisors (NAPFA), an exclusive organization of “fee-only” investment advisors. Mary holds a degree in Finance from Michigan State University.
Mary has been a resource for the “Kiplinger’s Retirement Hotline” and quoted in a number of publications including the Wall Street Journal and Kiplinger’s. Mary has also appeared on KUSI News in San Diego on a number of occasions.
In her spare time, Mary enjoys time with her husband and two sons. Mary is very active in the local community as a Past President of the Poway Kiwanis Club.