Professional
Mary joined the team in 2004, and she is a wealth management advisor. With almost two decades of experience in the financial industry, I've had the privilege of helping individuals and families transform their financial landscapes. I understand that financial well-being is about dreams, aspirations, and achieving milestones. My approach is rooted in personalized strategies that align with your unique goals, whether you're planning for retirement, growing your investments, or safeguarding your assets. I received my Bachelor of Business Administration specializing in finance from Saginaw Valley State University in Michigan — Go Cardinals! I currently hold the professional designations Accredited Investment Fiduciary® (AIF®) and Chartered Retirement Planning Counselor (CRPC®), which allow me to help individuals focus on retirement planning. I also hold the FINRA Series 7 and 66 securities registrations through Kestra Financial and the Florida life, health, and variable products license. Additionally, I am an Investment Adviser Representative of Kestra Financial, Member FINRA/SIPC.
Personal
When I am not working with clients, I love going on adventures with my family. I married my high school sweetheart, Jesse, in 2003. Together we share the joy of raising our 3 children — Isabella, Scarlett, and Sebastian. I also enjoy baking sweets, traveling, and being outdoors spending time at the beach, gardening, or kayaking. When I am not with family or friends, I volunteer my time as a Girl Scout Leader. I am also a member of the JAX Chamber and the Professional Women’s Council (PWC).