Santa Barbara, CA

Mary's commitment to retirement planning has helped hundreds of employers and thousands of employees implement the path of pursuing their retirement dream.

As a Financial Advisor in Southern California who has been in the financial services industry since 1978, she has had a dedicated focus on 401(k) management since 1994. Having obtained the professional designations of Chartered Retirement Planning Counselor (CRPC), Certified Financial Manager (CFM), and Professional Plan ConsultantTM (PPC), Mary stands out in the industry as a seasoned financial advisor who is constantly learning for the benefit of her clients.

With this expertise, Mary assists businesses and their employees with the multidimensional aspects of business and personal financial planning.

Mary is a graduate of San Diego State University and has a degree in Spanish Linguistics with a minor in Business Finance. She is an avid water-skier as well as being actively involved in her community. She is a board member of The First Tee of Pasadena, an organization that impacts the lives of young people through the game of golf by building character and instilling life-enhancing values.