Mary is the creator, president and owner of FS&I where she manages client assets, creates financial plans, and assists clients with their financial goals. She has dedicated her career to helping others, especially other successful women, pursue financial independence and is passionate about what she does.
Mary graduated with a BSBA in Business Administration Magna Cum Laude and holds her Series 7, 63, and 66 securities licenses. She also holds her Life, Health and Disability Insurance Licenses. She is both highly qualified and highly personable and uses her experience to help clients pursue both their short and long-term goals.
When not in the office, Mary can be found traveling or volunteering for various nonprofit organizations in her community. She is a Board Member of Advantage Housing, as well as an active volunteer for many other causes such as the Jim “Moose” Carden Kids Fishing Clinic, Crossroads North Campus Church. Gilead House, the Family Hope Center, and the Chamber of Commerce. She is a member of the Financial Services Institute.