Mary Beth Brummond ,
Wealth Transfer Specialist
Mary Beth focuses on project work, particularly for fiduciary, estate and gift tax, and estate planning document review. She has been involved in the financial services industry since 2011. Prior to its combination with Savant, Mary Beth served as a client service administrator for Paragon Advisors. She was responsible for client review preparation, resolving investment reporting issues, answering client questions, and processing new clients. Mary Beth also has over five years of experience as a college financial aid advisor, guiding students and parents through the financial aid process; reviewing tax returns and verifying aid applications; and awarding aid based on federal regulations. In addition, she has seven years of experience working in an accounting office, where she was responsible for bookkeeping, payroll processing, tax reporting, and income tax preparation.
Mary Beth earned a bachelor of arts degree in history from Franciscan University of Steubenville and a master of arts degree in student affairs administration from Ball State University. She lives with her husband and children in the Milwaukee area. She is a lover of good coffee and chocolate, and enjoys spending time with her family, being outdoors, and traveling, especially abroad. Mary Beth is an avid runner, has completed four half-marathons, and is training for her first marathon, to be completed in 2020.
I enjoy reviewing our clients’ estate planning documents to help them understand how their loved ones will be cared for. It is an honor to assist our clients in both lifetime and post-mortem estate planning and administration, including their important estate and trust tax filings.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNERTM in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.