I help business owners &
incorporated professionals

move TRAPPED corporate capital safely

Through integrated tax, insurance, and personal planning so decisions remain intentional and future options stay open.

Tax, Ownership Structures, Insurance, and Personal Planning don’t work in isolation — and neither should your advice. When capital decisions are at stake, a decision made in one area quietly shapes the others. Where most advisors optimize within a single lane, Mary works at the intersection of all four, evaluating how each decision interacts before anything is implemented — so the right tools are chosen for the right reasons, and you move forward with clarity, not consequences.

Areas of Focus

Tax Strategy & Efficiency

Wealth Protection & Liquidity

Risk & Insurance Strategy

Estate & Succession Planning

Philanthropic Planning

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What Clients Say About Mary

“I spent a few months searching for the right financial planner and was fortunate to find Mary. Her professionalism, communication, and personalized approach made all the difference. Mary took the time to understand my needs and provided solutions for life insurance and financial planning. She cares about her clients. I highly recommend her to anyone seeking expert, friendly advice.”

G. Fordsham
VP Operations

“Mary is an exceptional financial planner. Her deep understanding allows her to craft personalized strategies that not only secure your financial future but also ensure your children are set up for success. Her guidance is invaluable for anyone looking to make informed and beneficial financial decisions.“

J. Mosher
CEO

“I recently had the pleasure of working with Mary, and I couldn’t be happier with her service. From the moment I reached out to her, she was professional, knowledgeable, and incredibly helpful. She took the time to listen to my needs and provided me with multiple options that fit my requirements. She helped me to set up my estate and the Will.

Throughout the process, Mary was always responsive and prompt in answering any questions I had.

Overall, I highly recommend Mary. She is a true professional and an asset to the industry. Thank you, Mary, for all your help!”

Cecilia L.
CEO, Entrepreneur

“I met Mary through a referral when I was looking for a financial planner who could help me set up life insurance policies as well as an overall written financial plan.

From our initial conversation, I was impressed by not only her knowledge and experience, but more importantly her authenticity and professionalism. With Mary’s help, my husband and I now own policies which will meet our cash flow and future retirement needs. I would highly recommend Mary to anyone who is interested in becoming their own banker and diversifying their financial portfolio.”

Shirley W.

Owner of Personal Real Estate Corporation

“I reached out to Mary to develop a personalized written financial plan. She made the whole process very easy to understand. She was very responsive to our questions in a friendly and professional manner, and we are confident we have the best plan for our needs.”

L. Carfa
Small Business Owner

“I had been looking for a financial planner for a long time before I met Mary. She was like a breath of fresh air. She is a great listener, knows her stuff and very clearly genuinely cares about her clients. Sometimes it’s hard as an individual to know how to properly piece all the parts of your financial picture together – estate planning, insurance, tax minimization, investments but thankfully with Mary I have a guide that I can trust.”

M. Zontanos
Real Estate Broker