Skip to Content

Experience

I work with individuals, families, and business owners to build a customized holistic plan to meet their short-term and long-term financial goals. My areas of expertise include personal financial planning, estate and income tax planning, and executive compensation benefits.
View More of Mary's Experience
I love to bake all kinds of desserts. My team enjoys being my taste testers for recipes and getting to see some of the first attempts at new techniques.

You might also like…

Whole life insurance: Dividends and current market conditions
Steven J. Gibson Wealth Management
Article October 28, 2020 3 min read
Weekly jobless better than expected
Jim Baird Wealth Management
Blog October 22, 2020 2 min read