Hello! I'm Mary🌷

My journey through the world of finance has been shaped by my upbringing and ten years of military service. My beginnings start from a place of uncertainty about finances to becoming an aspiring dedicated financial planner.

After a decade of serving in the military, where discipline and strategic planning were paramount, I found myself transitioning to civilian life with a desire to master the complexities of personal finance to be able to empower others on their finances. I started with a lack of financial knowledge about investments, savings plans, and retirement, however I embarked on a journey of self-education and exploration that I am still working on today.

I learned the basics—budgeting, understanding credit, and the power of saving—through trial and error along with many mistakes made through experience. Thankfully, my military background instilled in me a sense of discipline and perseverance, which proved invaluable as I delved deeper into financial concepts and the application of those concepts. I sought out mentors and immersed myself in books and courses, determined to understand how to secure my financial future.

As my knowledge expanded, so did my confidence. I realized that the skills and principles I had lived by in the military—strategic thinking, risk assessment, and meticulous planning—were directly applicable to financial planning. Recognizing the transformative impact of financial literacy, I made the decision to transition my career and become a financial planner.

Today, I am dedicated to leveraging my unique blend of military experience and financial expertise to guide others on their own financial journeys. I am committed to helping clients achieve their financial goals with clarity and confidence.

My time in the military not only shaped my professional approach but also instilled in me a deep sense of duty to serve others. I am passionate about empowering individuals and families to take control of their financial destinies, ensuring they have the knowledge and tools needed to build a secure future.

Together, we can navigate the complexities of finance and turn aspirations into achievable realities.

My mother and I on Fort Cavazos (previously Fort Hood) when I was active duty.

First photo that was taken when we returned to USA after my deployment overseas for 10 months.