About Mary
Accomplished finance leader with 17 years of combined professional experience and an MBA in Finance and Accounting. Desire to help companies drive results through financial management. Performs expert analysis and synthesize data to generate comprehensive view of corporate performance and support strategic business planning. Highly capable of developing financial models, budgets, and performance metrics in line with enterprise objectives. Ensure accuracy of business intelligence through finance policy and procedure development. Cultivate productive relationships with operational and executive leadership. Able to build, train, and lead talented teams of analysts.
Education
Bachelor's degree
MBA Finance/Accounting
Licenses
Series 6
Series 63
Series 26
Other Credentials
RFC®
MFP
CAM
CPM
IBF Designations
CTS®
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Certified Tax Specialist
Tax planning strategies for individuals, businesses, and retirement accounts.
CFS®
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Certified Fund Specialist
Deep, practical knowledge of mutual funds, ETFs, and managed portfolios.
CES™
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Certified Estate & Trust Specialist
Estate planning, trusts, wealth transfer, and fiduciary responsibilities.
Interested in earning an IBF designation? Explore all programs
At a Glance
IBF Designations
3
Member Since
2006
Other Credentials
4
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Practitioner-Reviewed education since 1988
Profile verified · March 2026
Understanding Credentials
What makes an IBF-designated advisor different?
1988
Established track record
Founded by a practicing financial advisor who believed designations should teach practical skills, not just theory.
CE
Ongoing requirement
IBF-designated advisors maintain credentials through continuous education, keeping knowledge current.
501(c)(3)
Nonprofit education
Focused on advisor education and professional development. Content reviewed by practicing advisors and SMEs.