Whatever stage of life or wealth you’re in, you deserve a plan that’s clear, and an advisor who makes sure you understand it.
Mary works with individuals and families across all kinds of financial situations, building plans that are straightforward and easy to stay engaged with. She also holds additional certifications in divorce financial planning, so for clients navigating a divorce, widowhood, or another major transition, she brings extra training to help protect what matters most during a hard time.
Mary has worked as a financial advisor for over 20 years. She’s a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and a Certified Divorce Financial Analyst®, and an active member of the Financial Planning Association.
We’re here so you don’t have to worry, and if you’d like, we’ll help bring the rest of your family into the conversation too.
Mary builds relationships that last. Her clients know her as straightforward, knowledgeable, and genuinely invested in their outcome. As you work together, you’ll feel more in control and more confident about what’s ahead.
Mary is a Bay Area native and mother of two young adults. She lives in the East Bay with her husband, two dogs, and two cats.
Areas of focus:
If you’re going through a divorce or a major life change, know this: you’re not alone, and Mary’s goal is to help you make smart, clear-eyed choices so you and your family are protected.
