Mary is an avid outdoors enthusiast who loves living in the small, waterfront city of Sausalito. For the past 25 years she has enjoyed being a regular diner at our local restaurants, exploring the mountain and costal hikes with her two dogs, and gardening at her home. In particular, she delights in tending her almost 25 rosebushes that trace their way around her home. Mary is also a dedicated collector of contemporary art with a focus on pieces that are created by women.

Mary is a top-achieving financial advisor with a 30+ year career of helping her clients achieve their financial security along with their lifetime goals of creating a legacy. She has a holistic approach that includes the development of a clients’ personal estate plan and philanthropic desires.