Principal & Senior Advisor
Mary has been a key member of the FAI Wealth Management team since 2008. She works with FAI’s clients to develop and implement investment and financial planning strategies based on the client’s needs and goals. Mary has in-depth knowledge assisting clients who have experienced late life marriage as well as those transitioning into retirement. Her other specialties include developing optimal social security claiming strategies and working with doctors and dentists. Additionally, Mary is well – versed with the federal government’s employee benefits plan.
Mary is a member of the Financial Planning Association of Maryland where she serves as the chapter’s Co-Chair of Public Relations and is part of their Community Outreach Committee. She is a member of Howard County’s Leadership Premier Class of 2015.
Financial planning is Mary’s second career. Her prior experience was in information technology (IT) where she worked for fifteen years helping companies implement their IT solutions.
Mary received a Bachelor of Science degree in Mathematics with minors in Business and Computer Science from the University at Albany, SUNY. She holds the prestigious CERTIFIED FINANCIAL PLANNER TMcertification and the Charter Advisor for Senior Living®designation.
Mary lives in Ellicott City, MD with her husband and two children. She is active in her community where she volunteers regularly. Mary is the leader of her daughter’s Girl Scout troop.