When Mary first entered the financial services industry more than 40 years ago, her simple goal was to help people manage the important financial matters in their lives. Throughout her long and distinguished career, it’s something that has always been of upmost importance.
“Life is a long journey with many bends and curves. For my clients to be their best requires thoughtful planning that incorporates all aspects of their financial needs,” Mary says.
Her varied life experiences have given her the ability to provide practical financial advice on a wide range of essential financial disciplines. She offers discretionary asset management, estate and wealth transfer planning, strategic liquidity analysis, business succession planning, comprehensive financial planning and tactical portfolio management.
Applying her extensive hands-on business management experience, Mary mentors business owners on development strategies, human resources, cash management and more.
As a seasoned CPA, she also works closely with clients’ tax and estate plan professionals to blend comprehensive planning for investments, tax, estate and business strategies.
Mary founded the practice in 2008 and served as its principal and CEO until her new partners joined in 2020. She continues to serve as a financial advisor and as a voting member of the investment committee. She holds her Series 7, 9, 10, 63 and 65 securities licenses as well as insurance licenses in Oklahoma (#187156) and many other states.
She has a lifetime teaching credential for California community colleges, which reflects her passion for client education. “I want our clients to learn and understand the reason and rationale for all recommendations we make. To educate an individual is to empower them,” Mary says.
Mary started two companies that trade publicly today: an international special risk insurance company, where she was the chief operations and financial officer, and a software firm currently owned by Cox Communications, where she served as a founding board member and chief financial officer. She was instrumental in the formation and development of both companies.
Mary also owned and oversaw the growth of a regional professional accounting firm that offered management advisory services, estate and wealth planning, financial planning, and professional trustee services.
Earlier in her career, Mary was a financial advisor and branch manager for UBS in Grass Valley, and a financial advisor and vice president of investments at A. G. Edwards. She holds Bachelor of Science degrees in business administration and economics with an emphasis in accounting from St. Mary’s College of California, where she graduated cum laude. She went on to earn a Master of Science in taxation from Golden Gate University.
Mary has been named a Forbes Top Women Wealth Advisor1 for 2020 and 2021 and a Forbes Best-In-State Wealth Advisor2 for California for 2020 and 2021. She has been a member of the Raymond James Chairman’s Council for the past nine years, a privilege limited to a select few.3
Mary has been a pillar of the community during her career. She has served as a city council member and mayor of Auburn, California; as a treasurer and board member of Nevada County American Red Cross; as a statistician for Nevada Union Football; as a treasurer and board member for Hospice of the Foothills; and as a board member and executive committee member of the Nevada County Economic Development Council.
Mary is a sixth-generation Californian who recently moved to Oklahoma to be closer to family. She has two children and four grandchildren, and her husband, Andy, is a native Oklahoman. In her free time, Mary enjoys bird watching, fishing, sewing and classical piano. She hopes to soon resume traveling internationally.
1The Forbes ranking of America’s Top 1,000 Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, AUM, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Research summary (as of February 2021): 32,810 nominations were received based on thresholds (9,785 women) and 1,000 won. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of an individual client’s experience. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Raymond James is not affiliated with Forbes or SHOOK Research, LLC. Please visit forbes.com/top-women-advisors for more information.
2The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors who are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those who encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,725 nominations, more than 5,000 advisors received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of an individual client’s experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or SHOOK Research, LLC. Please visit forbes.com/best-in-state-wealth-advisors for more info.
3Chairman’s Council membership is based mainly on assets under management, education, credentials and fiscal year production. Requalification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. No fee is paid in exchange for this award/rating.
Neither Raymond James Financial Services nor any Raymond James financial advisor renders advice on tax issues. These matters should be discussed with the appropriate professional.