While studying Economics at Brigham Young University, Mary developed a deep appreciation for the role financial planning plays in people’s lives. She has seen how thoughtful financial decisions can create freedom, confidence, and opportunity, as well as how uncertainty around money can lead to stress and anxiety.
Mary is passionate about helping individuals and families navigate financial complexity through comprehensive wealth management. Her approach integrates education, long-term planning, and risk management so clients can make informed decisions and move forward with clarity and confidence.
Outside of her work, Mary enjoys playing pickleball, traveling, and spending quality time with her family.
Education
Brigham Young University, B.S. Economics
Licenses
Series 7
Series 66
Life & Health