Mary joined Custom Wealth Strategies in 2021.  After years in public accounting and as a financial controller in the private sector, Mary joined Lincoln Financial Advisors in 2002 and earned her CERTIFIED FINANCIAL PLANNER® certification in 2005.

Mary enjoys working with her clients to help ensure that their asset structure, asset allocation and cash flow are in keeping with their long-term objectives.  Mary holds FINRA Series 7 and 63 securities registrations and serves clients across the country.

Mary is a proud graduate of Mount Mercy Academy and Canisius College.

In her spare time, Mary enjoys fund-raising for her favorite non-profit organizations, watercolor painting and spending time with family and friends.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.