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CFP®, CTFA, MBA
Wealth Transfer Specialist
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Mary has been involved in the financial planning industry since 2011. Prior to joining Savant, she worked as a financial planning associate for an advisor to high net worth clients based in Mt. Horeb, WI. Before that, she spent nearly ten years working in Poland, Russia, and central and Eastern Europe, primarily in project management.
Mary earned a bachelor of arts degree in art history from Northwestern University and a master’s degree in business administration with a concentration in general management from the University of Chicago Booth School of Business. She is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Trust and Financial Advisor (CTFA).
Mary enjoys cooking, gardening, renovating her 100-year-old house, and tending to her small pack of unruly Chihuahuas. She loves foreign travel as well as weekend road trips.
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Education &
Designations
- Northwestern University
Bachelor of Arts in Art History - University of Chicago, Booth School of Business
MBA with a concentration in General Management - CERTIFIED FINANCIAL PLANNER™ professional
- Certified Trust and Financial Advisor (CTFA)
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.