Getting to Know Mary

Q: Why did you choose to become an investment professional?

I was always fascinated with the market, investing and economics and I believe that investment planning is important to everyone's individual success. My father was an investment professional and I saw how he helped people in the community and how they counted on him. He taught me about the market, investments and working with companies, so it has always been part of my life.

Q: What do you enjoy most about being a financial advisor?

Meeting and getting to know so many interesting people.

Q: What do you look forward to each day?

Each day is something new. The first thing I look forward to is seeing the sunrise. I am usually up and have read the papers before the sunrise. I love to walk the beach at the break of dawn. I talk with my family and make sure everyone is prepared to start their day. At work, I look forward to speaking with clients and meeting new people. If Ian’s playing in a baseball game, my favorite thing to do is go watch.

Q: What is one helpful tip you tell clients?

Keep it simple. Invest in what you know and don't complicate your portfolio. Also, watch your cash flow.

Q: What are you most proud of?

My family and my marriage. My parents worked hard to build a nice life for me, they believed each generation stands on the shoulders of the next. I have tried to live a life they would be proud of and continue what they did for me...by providing a nice life for my son. I'm also proud of the career I have built over 30 years working in the financial services industry.

Q: What is your favorite book?

There are so many to choose from. I try to read two books a month, one for pleasure and one for business improvement. I am currently reading Ted Turner's Call me Ted. I think it covers all three areas, pleasure, business and personal development. Like him or hate him, he has led an interesting life. My all-time favorites include: The Precious Present, The Wonder of Boys and True Greatness.

Q: What is your favorite place to vacation?

Our family's favorite place to vacation is the Big Island of Hawaii.

Q: What I like most about living in this community?

In both communities, Washington and Sarasota, it is the people. Both places have lots of smart and well-educated citizens who are interesting people and are from all over the world. Each city also has a wonderful art community and I love museums! Sarasota has the beautiful wildlife, the beaches and the arts. In Washington, it is history and architecture.

Q: If you could go back into the past or move forward into the future, which would you choose?

Definitely into the future with great expectations.

Q: What is the best strategy you know for saving money consistently?

Write down all of your expenses, make a budget and monitor it monthly.


The views expressed by the authors are their own and do not necessarily reflect the opinion of Wells Fargo or its affiliates.