Your Life. Your Wealth. Our Commitment.

INVESTMENT PERFORMANCE WITH PURPOSE

Your Team

Mary Taft

Associate Advisor

As an Associate Advisor, Mary is passionate about helping clients live inspired lives through the collaborative creation of highly personalized Financial Life Plans. This dynamic process unfolds by helping each client understand their money in meaningful ways, helping clarify their most essential goals, and ultimately bringing their wealth to life. She finds it especially fulfilling to work with clients during life’s most consequential transitions such as retirement, loss of a spouse, divorce, sale of a business, a financial windfall, career change, or inheritance. 

Mary received her BBA from the University of Alaska and holds a Certificate in Financial Planning from Southern Methodist University. She is currently pursuing her CERTIFIED FINANCIAL PLANNER ™ certification. She is a member of the Financial Planning Association of Dallas/Fort Worth.

Mary and her husband, Lindsey, have been married 31 years and reside in McKinney, Texas with their two college-aged children. As a family, they enjoy traveling together. Their favorite destination is Alaska, which is Mary’s home state and a place that seems to offer never-ending adventure! Mary can be found spending treasured time with friends and family whenever time allows. She also finds it rewarding to volunteer in the community, cook, listen to podcasts, and get lost in a good book.

Bring Your Wealth To Life