Mary started financial planning professionally in 1999. After several years as a financial planning assistant and compliance specialist, she earned her Financial Industry Regulation Authority (FINRA) Registrations. Mary holds a series 7 and 66 registration with LPL Financial as well as an Oregon life and Health insurance license.
At Future Planning Systems community involvement is a commitment and Mary, like the other members of our team, is very involved in the community.
Mary serves as a member of Success in a Skirt, a local networking group for financial professional women and has volunteered at Cub Scouts and Kidsports as a soccer coach.
Mary and her husband Steve have been married for 17 years and have two children. Spending time with her family is at the top of her list outside the office. She also enjoys camping, fishing, bowling and gardening.