CRSP® (Certified Retirement Services Professional)
Mary earned her bachelor’s degree in Human Resources Management from Oakland City University and holds a Certified Retirement Services Professional certification. She has worked in the financial services industry since 2004. Her focus is on working with plan sponsors to develop, deliver and implement industry-leading retirement plan solutions. Advising clients on plan design, investment due diligence and overall fiduciary management are her primary responsibilities. Mary is an active volunteer in her church, Memorial High School and the Ronald McDonald House. She has served on numerous community boards and currently co-chairs the Building Tomorrow’s Workforce Event. She and her husband Brad have two children, Morgan and Reece. Mary enjoys cheering on her children in their sporting activities, relaxing at the lake and reading.