Mary's credentials set her apart:

Working with a CERTIFIED FINANCIAL PLANNERTM (CFP®) Professional
A Financial Advisor who has earned the CERTIFIED FINANCIAL PLANNERTM, or CFP® professional certification has demonstrated skill in analyzing and developing personal long-term financial strategies. As a CFP® professional, Mary has met rigorous education, examination, experience and ethics requirements. Additionally, every two years, Mary completes 30+ hours of continuing education credits, including two hours of CFP Board-approved ethics continuing education that focuses on CFP Board's Standards of Professional Conduct. The CFP® certification requires adherence to the Board’s Code of Ethics and Professional Responsibility and to Financial Planning Practice Standards. A CFP® professional must also comply with the CFP® Board’s background checks required in the enforcement of this code of ethics and practice standards.

Working with a Chartered Retirement Planning Counselor (CRPC®)
Mary holds the CRPC® designation having completed a course of study encompassing pre-and post-retirement needs, asset management, estate planning and the entire retirement planning process using models and techniques from real client situations. Additionally, she completed rigorous examinations on complex financial and theoretical concepts. Mary must renew her designation every two-years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct and complying with self-disclosure requireme

Working with a Private Investment Management (PIM) Portfolio Manager

As a PIM Portfolio Manager, Mary has met stringent criteria, meeting eligibility requirements which include a minimum of two years experience as a portfolio manager, five years of industry experience, successful completion of various securities exams, and approval of branch and regional superiors.