Education is at the forefront of my practice. By educating my clients and providing them with the right resources they are able to make informed financial decisions. In turn, this allows us to work together to navigate and determine the right path for their specific financial and insurance needs.
As a mother of a special needs son - advocacy, empathy and sincerity are my hallmarks. These characteristics provide me with the ability to listen carefully and then devise personalized strategies, with my clients, so their vision of a secure financial future can be realized.
Being a member of a highly skilled and customer focused team of financial professionals I promise to offer you a high level of attention, insight and guidance!
MBA in Finance
BS in Marketing
Affiliations & Memberships
Advisory Board Member, University of New Haven's College of Business
Women in Pensions
Phelan-McDermid Syndrome Foundation
- Insurance Strategies
- Investment Strategies
- Business Owners
- Financial Education
- Retirement Income Planning
- Business Succession Planning
- College Funding Strategies
- Special Care
Check the background of this investment professional on FINRA’s BrokerCheckSee Mary’s Licenses and Disclosures