Our Qualifications

Mary feels education is crucial to providing the best services and advice to her clients. She hold both a financial planning designation, the Chartered Financial Consultant (ChFC) along with an insurance designation, the Chartered Life Underwriter (CLU) through the American College. These require a comprehensive college level study of Financial Planning, Investments, Estate Planning, Income taxation, Insurance and more.

She is currently working to complete a third designation, Retirement Income Certified Professional (RICP). The RICP focuses on preparing clients for a secure retirement by delivering smart strategies for creating secure, sustainable income for a client's retirement. She is a graduate of the University of North Carolina, Chapel Hill.

Additionally, she holds insurance and securities registrations (Series 6, 22, 63 and 65 through LPL Financial) and is licensed to sell a variety of insurance and investment products.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of insurance products and financial services.

We're looking forward to using our experience to help you pursue your financial and insurance goals.

Please contact us for a complimentary consultation.