About Mary
Mary supports the clients of Focus Partners Wealth’s Oregon offices by helping them take the steps that bring them closer to their most important financial goals. She brings a singular focus to every task at hand. Mary loves being a part of a collaborative team that assists clients by building financial plans, implementing and rebalancing portfolios, or simply being there for them when they have questions or concerns.
Mary is involved with the Oregon Society of CPAs, a professional community that serves CPAs engaged in public practice, corporate finance, government and education. Away from work, she enjoys hiking, reading, baking, traveling, and spending time with family and friends. She also serves as a volunteer official for local high school swim programs. Mary lives in Ashland and has two grown children, Keith and Kirsten.
Education and Professional Milestones
-Southern Oregon University - bachelor’s degree
-Joined Focus Partners Wealth through the firm’s 2019 merger with Griffon Financial Planning Inc., where she was responsible for day-to-day operations and client service, and assisted with retirement planning and facilitation of client portfolios