295 E State St
Mary’s practice is focused on the continual growth of financial client’s understanding as well as their assets. She is passionate about her clients developing financial goals and knowledge, and then designing the plan that seeks to get them there. Working under the conviction that an educated investor is the best one, Mary meets with clients and looks at all aspects of their financial planning – ranging from investment accounts to estate planning to a spectrum of insurance coverage. This holistic approach enables the client to look forward to future goals and to have confidence in their achievement. Mary graduated summa cum laude from Marietta College in 1995 and is a member of Phi Beta Kappa. She is a Series 7 registration with LPL Financial. She also holds a Series 66 with LPL Financial and Stratos Wealth Partners and is registered in Ohio, Pennsylvania, in addition to 8 other states. She is insurance licensed in Ohio and Florida.