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 planning, wealth accumulation, tax strategies, risk management and estate planning.
Throughout her career she has made it her mission to help her clients have all the information and education necessary to make informed decisions that help pursue their financial dreams.
Mary is familiar with complex financial situations and dedicates herself to educating her clients on their options and guides them to smart financial decisions.
In addition to comprehensive financial planning, Mary is a registered Charter Mutual Fund Counselor, a designation from the College for Financial Planning. Holding a Bachelor of Science degree from the University of Wisconsin in Madison. She is also qualified to sell insurance including long-term care, life and disability.
Additionally, Mary is a past President of Rotary (Sioux Falls West) and has served on numerous boards including Rotary, CASA (Court Appointed Special Advocate), the South Dakota Symphony Board and the Sioux Falls Estate Planning Council Board. She frequently volunteers for church, school & community boards & committees including: Trout Unlimited, Sales & Marketing Executives, and the Sioux Falls Chamber of Commerce.
Married to her wonderful husband, Rob for over 37 years, Mary is a proud mother of three adult children: Corinna, Kellen and Daniel. In her free time, she enjoys skiing, tennis, reading and fly-fishing.
Waddell & Reed is not affiliated with any other entities referenced. (05/20)