Mary is a Senior Financial Advisor with 30 years of financial industry experience currently serving the Middleton, Cross Plains, Verona and Madison markets. Utilizing an in-depth analysis of clients’ unique goals, time horizon, income needs, and tolerance for risk, Mary customizes easy to understand financial plans to help meet the needs of individuals and their families.
Prior to joining the BMO Investment Services team, Mary received her Bachelor of Arts degree in Finance from the University of Wisconsin - Whitewater. She holds her series 7 license, held through LPL Financial along with her life, health, and annuity insurance licenses.
Mary stays active in her community and is a past board member for the Madison Regional Economic Partnership, a current member of the Middleton Outreach Ministry and a past Chair for the St. Mary’s Janesville Hospital Foundation. Mary enjoys maintaining an active lifestyle, mountain biking, hiking, traveling and cheering on all Badger sports.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
- Wealth Planning
- Investment Management
- Retirement Planning
- Insurance and Risk Management