Team

With more than 15 years’ experience in the financial service industry, Mary provides many different services including, but not limited to: comprehensive financial planning, appropriate asset allocation strategies, retirement...

Welcome and thank you for reading about me. I'll keep it short. For nearly 50 years, my large and oftentimes extended family have joined together for an entire week and have not killed each other. We've had upwards of 40 people living...

Hello! I am so excited and grateful to be a part of the Wealth Planning Strategies Group team, and I look forward to getting to know you! Here is a little about me… I attended West Lyon, a small school outside of Inwood, Iowa,...