Mary's highest intention is to make a significant difference in her clients and their families. She is a CERTIFIED FINANCIAL PLANNER™ Professional and a member of the Financial Planning Association, LPL Kingdom Advisors, LPLPAC, and the Financial Services Institute. She holds Series 7 and 66 registrations through LPL Financial and an Illinois Insurance License and has a total of 35+ years in the financial services industry.
With a son, a daughter, and two grandsons, she very much enjoys visiting her children and grandchildren, spending time with family and friends, landscaping/gardening, reading, pool jogging, scuba diving, bicycling, traveling, trying new recipes, attending local activities, and volunteering with local organizations. Mary is a member of Alpha Omicron Pi, Springfield First United Methodist Church, Knox County Farm Bureau, DAR, and Eastern Stars.
Mary grew up on her family's grain and livestock farm, Yates City, IL; then graduated from Western Illinois University, Macomb, IL and the College of Financial Planning, Denver, CO.