Meet Mary

Mary is our Client Services Manager. She finds it rewarding to form relationships with our clients and assist them with their financial needs.  Her experiences and knowledge of the industry are an asset to the team.

Mary has more than 25 years of experience in the financial services industry and holds both securities and insurance licenses. A graduate of the Leadership Racine Program, her schools of study include the University of Wisconsin – Parkside, the University of South Florida and Cannon Financial Institute’s Private Banking and Trust School.

When not working, Mary enjoys spending time with her husband, children and grandchildren. She also finds time for golfing, soccer games, hunting for sea glass and many other outdoor activities.

Registered representative of Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.