Mary joined My Advisor & Planner in Fall 2020. Prior to joining the team, she worked as a Senior Communications Specialist for an insurance company in Minneapolis, Minnesota for many years. Mary has expertise in corporate communications, public relations, digital marketing, and social media.
Mary earned her B.A. in English and Business Management and her M.A. in English from the University of St. Thomas. She also holds her Associate in General Insurance designation.
Residing in Minnesota, Mary is currently pursuing her M.S. in Teaching from the College of St. Scholastica in conjunction with working for My Advisor & Planner. Outside of work and school, Mary enjoys reading, hiking, and kayaking.
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Traditional life insurance as well as securities offered in IL, IN, FL, MI, MN, OH, and WI. Securities also offered in AZ, CA, CO, IA and MO. Residents of other states should consult a locally licensed representative for insurance and/or securities products. As our registrations in additional states progress we will update this site. Securities & Investment Advisery Services Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer and Registered Investment Adviser. Member FINRA/SIPC. My Advisor & Planner LLC is independently owned and operated and is a member of the M Financial Group. For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to https://mfin.com/m-securities. Please go to www.mfin.com/DisclosureStatement.htm for further details regarding this relationship. Please also visit www.finra.org and www.sipc.org for more information.
File #3413031.1
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