Born and raised in Houston, Mary’s experiences growing up in an immigrant household and navigating financial challenges shaped her appreciation for perseverance and resilience. She earned her Bachelor of Business Administration from the University of Houston, with a focus on Marketing and Management.
Mary brings her personal experiences and passion to help others into her work as a financial planner. She holds the Series 7 registration, Series 66 registration, Texas Life Insurance license, and the Chartered Retirement Planning Counselor™ (CRPC®) designation, reflecting her dedication to helping individuals and families prepare for their retirement goals.
Having experienced the challenges many families face when making important financial decisions, Mary approaches planning with compassion, clarity, and care. She helps clients align their resources with the goals and values that matter most.
