Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Consulting on potential benefits and risks of IRA rollovers
  • Retirement Planning Strategies
  • Women's Financial Strategies

Qualifications

  • AAMS™ Accredited Asset Management Specialist™
  • APMA™ Accredited Portfolio Management Advisor™

More about Mary in her own words

I’ve worked in the financial services industry since 1996 and have been licensed since 2002. My career with Comerica Financial Advisors started in 2006 and has been full of personal and professional growth and so fulfilling.

As an Accredited Portfolio Management Advisor and an Accredited Asset Management Specialist, I’m dedicated to providing comprehensive portfolio management services as well as customized financial planning. My focus is to truly listen to clients’ needs and concerns, and then to work closely with them to help define and establish a plan to work towards their goals.

Comerica’s relationship with Ameriprise gives us the tools and technology to help clients track and reach their goals!

Interests

Outside of the office I enjoy spending time with my family whenever possible. I have a 26 year old daughter who lives more than 4,000 miles away and a 29 year old son and daughter-in-law who live much closer. Family parties usually include card games or board games; we're always trying something new. Please let me know if you have a favorite game you'd recommend!

On a day to day basis I spend a lot of time with my 7 year old Labrador Retriever, Boone. We take a lot of walks, visit dog parks near us, and take advantage of the wonderful Michigan summer weather to visit the dog beach whenever we can.