Mary holds multiple Securities registrations through LPL Financial. Series, 6, 63, 7, 65 and 24 - as well as LAH Insurance license through LPL Financial. Mary has obtained her CFP® certification., has a BS from Worcester State University, and an MBA in Business Administration with a Concentration in Finance from Assumption College. In addition she has a Certificate in Financial Planning from Merrimack College. Mary's 20 plus years of experience offers her new and existing clients the ability to listen and interpret their needs and offer them the best solutions for helping them achieve their goals through Financial Planning and Asset Allocation.
Mary is passionate about the importance of planning for the future and looks forward to coming to work every day.
Mary has been a Hudson residence for over 35 years. Outside of the office Mary loves to spend time with her family and friends. Her down time is spent between her home on Lake Boon in Hudson and the Sunday River mountain region in western Maine, staying active with golfing, tennis, biking, skiing and watersports.