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 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 in thirteen states.
Mary is a proud graduate of Mount Mercy Academy and Canisius College (BS Accounting)
In her spare time, Mary enjoys fund-raising for her favorite non-profit organizations, watercolor painting and spending time with family and friends.