Mary has an expansive background in financial planning & student loan advising. Whether it’s the pre-retiree or the H.E.N.R.Y, Mary will get them on a path to financial success. She particularly enjoys working with couples and small business owners, as they both present a unique set of challenges.
When she’s not helping people with their personal finances, Mary is a tap dancer/teacher/choreographer to over 100 students in the Tri-State area. She also loves spending time with her husband and newborn baby boy.
Student Loans, cash flow management, retirement strategies, small businesses & contractors, debt strategies, Industry-specific Planning Expertise: Dentists & Specialists
Mary holds a BS in Business Administration (Finance concentration) from Montclair State University.
She also holds a Certificate in Financial Planning from New York University.
Certified Financial Planner (CFP®)
Certified Student Loan Professional (CSLP®)