About
Mary
For Mary, getting to know her clients is as important to her as helping them with their financial lives. She is dedicated to giving her clients the guidance and clarity they need to help them accomplish their goals. Mary works with an advisory team to develop, implement, and monitor individual financial plans that are tailored to her clients’ needs.
Mary is a member of the St. Louis Estate Planning Council. Outside of work, she loves spending time with her two children, being outdoors, kayaking, and cheering on her favorite baseball team, the St. Louis Cardinals.
Education and Professional Milestones
-University of Missouri–St. Louis - bachelor of science in business administration with an emphasis on financial planning
-Prior to Focus Partners, worked for five years in various financial-planning roles at Moneta Group in Clayton, Mo.
For Mary, getting to know her clients is as important to her as helping them with their financial lives. She is dedicated to giving her clients the guidance and clarity they need to help them accomplish their goals. Mary works with an advisory team to develop, implement, and monitor individual financial plans that are tailored to her clients’ needs.
Mary is a member of the St. Louis Estate Planning Council. Outside of work, she loves spending time with her two children, being outdoors, kayaking, and cheering on her favorite baseball team, the St. Louis Cardinals.
Education and Professional Milestones
-University of Missouri–St. Louis - bachelor of science in business administration with an emphasis on financial planning
-Prior to Focus Partners, worked for five years in various financial-planning roles at Moneta Group in Clayton, Mo.