Mary Ahearn is dedicated to providing the personalized, comprehensive financial services retirees and pre-retirees need to help achieve the retirement they envision.
“My mission,” Mary says, “is to help people plan, protect and live the retirement of their dreams. I emphasize personalized service because clients are best served by strategies customized for their unique needs.”
Mary’s ability to help her clients stems from experience and education. A financial professional since 1979, she has the in-depth knowledge of financial issues that comes from over three decades of experience in various capacities – including 15 years at a national broker-dealer, where she was Senior Vice President, Retirement Services.
Mary’s education encompasses a BA from Western Michigan University, an MA from Columbia University, and the prestigious designation of Certified Financial Planner™ (CFP®) professional, which requires advanced coursework in a comprehensive range of financial subjects. She maintains a vigorous program of ongoing education as a member of Ed Slott’s Master Elite IRA Advisor Group, which continually updates her with high-level training in the latest retirement strategies and tax regulations.
Mary’s experience and training have equipped her with the tools to assist clients with virtually all their financial needs, from retirement and estate planning to business planning. Her services have led to a loyal, growing clientele.
Away from work, Mary enjoys an active life playing tennis, duplicate bridge and traveling.