CFP®, CDFA®, CTFA
Mary serves as a primary client liaison and works closely with the investment management team to develop client portfolio solutions. She joined Wealth Enhancement Group in 2021 through the North American Management merger. Prior to North American Management, she spent more than 20 years with Woodstock Corporation and Woodstock Services Co., LLC, working with high net worth clients. She is currently a member of the Financial Planning Association. In her free time, she enjoys rooting for all Boston sports teams.
- BA, Salem State University
- CERTIFIED FINANCIAL PLANNER™ Professional
- Certified Divorce Financial Analyst®
- Certified Trust and Fiduciary Advisor
The North American Management team serves clients at our Boston, MA office.
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