REGISTERED PRINCIPAL

Director of Accounting and Finance, PWM

Mary Anne manages all aspects of administration, accounting and compliance, supporting our team’s effort to deliver the highest level of client service. She approaches each planning task with integrity, honesty and attention to detail. With her accounting background, she is ever mindful of the impact taxes have on investments.

Mary Anne is a CERTIFIED FINANCIAL PLANNER™ practitioner, a registered representative of Raymond James Financial Services and holds the Series 24 license (General Securities Principal).

Mary Anne earned a Bachelor Degree in Hotel, Restaurant and Institutional Management from Michigan State University. Prior to joining our team in 1997, she owned and operated The Brass Lantern Restaurant in Adrian, Michigan, for 17 years.

Originally from New Lothrop, Michigan, Mary Anne lives in Onsted, Michigan, with her husband, Don. She enjoys adventure travel, photography, golf, knitting and spending time with her family. She is a member of St. Mary’s Catholic Church.