Simplified Financial Advice.

Meet Mary


Our team’s Senior Client Service Associate Mary develops good relationships with our clients and provides prompt responses to any issues.

Mary studied at Illinois State and worked at the Chicago Mercantile and Board of Trade before taking jobs in sales and marketing for a manufacturing company. Afterward, she went back to work in the financial industry as a Registered Administrative Assistant and Office Manager. Fast forward 25 years and she joined John and the Carson Wealth team.

Mary and her husband Tom have three sons: Jack, Quinn, and Will. Outside of work, she loves working on home décor projects and spending time with family and friends. Mary and Tom are Family Ambassadors for the Danny Did Foundation, a charitable organization that helps families impacted by Epilepsy. They frequently volunteer at events to promote the mission of the Danny Did Foundation.