Mary’s highest intention is to make a significant difference in the lives of her clients and their families; helping them to plan and prepare for their phases of life. Graduating from Western IL University, Macomb, IL and the College of Financial Planning, Denver, CO, she obtained her CERTIFIED FINANCIAL PLANNER ™ Professional designation, is a member of the Financial Planning Association, LPL Kingdom Advisors, and the Financial Services Institute. With a total of 35+ years in the financial services industry, Mary holds Series 7 and 66 registrations through LPL Financial as well as Insurance Licenses in both Florida and Illinois.
With a son, a daughter, three grandsons, and one granddaughter, Mary loves spending time with her family and friends. She also enjoys reading, traveling, scuba diving, bicycling, entertaining, pool and beach activities, and being involved with local activities. Mary is a member of Alpha Omicron Pi International Alumnae, DAR, Eastern Stars, and Springfield First United Methodist Church.
Mary values her years growing up on her family’s grain and livestock farm in the Yates City/Maquon, IL area. She has treasured her years in Springfield, IL and now resides in Naples, FL.