Experience
Mary joined Mueller Financial Services, Inc. as a Wealth Advisor bringing over 20 years of experience in financial services. She also has experience in mortgage services, business management, personal banking, personal taxes, and accounting services. Prior to joining Mueller Financial Services, Mary worked for a small company managing client investment portfolios and preparation of personal taxes. Additionally, Mary was a personal banker for 11 years, working closely with clients to open new accounts and accept loan applications.
As a Wealth Advisor, Mary works closely with clients to help them strive to maximize investment returns while managing risk and minimizing taxes due to her multiple years of tax experience. She believes that investments are an integral part of personal taxes and enjoys creating individually crafted portfolios for her clients while working with them to understand what would best fit them and their lifestyles. Her investment style combines fundamental and technical analysis, allowing her to make informed investment decisions and advice.
Education & Certifications
- B.S. Finance, St. Cloud State University, St. Cloud, MN
- MBA Business Administration, Keller Graduate School of Management, Chicago, IL
- Series 66 Exam, held through LPL Financial
- Series 7 Exam, held through LPL Financial
- Illinois Life Insurance License