Financial Advice that Makes the Complex Simple.

About Mary

As a Client Service Associate, Mary focuses on ensuring accuracy when completing tasks. She is a valued member of our team and is no stranger to the financial services industry.

Mary has a bachelor’s degree in Finance and Banking from the University of Nebraska-Omaha and is on track to complete her MBA from Midland University soon.

Passionate about all things equestrian, Mary’s favorite quote comes from John Wayne: “Courage is being scared to death but saddling up anyway.”

Favorite quote:

“Courage is being scared to death but saddling up anyway.” – John Wayne

If I could meet anyone, past or present, it would be:

My grandfather

Favorite book:


Favorite movie or TV show:

“Something to Talk About”

Place I’d most like to visit:


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