Mary Kate, aka MK, is a Certified Financial Planner™ with over 10 years of experience in the financial management services industry. She is client-centric, helping clients prepare, and navigate retirement, as well as to save and invest for the goals that matter most to them.
MK holds the CERTIFIED FINANCIAL PLANNER® designation, having met rigorous experience, ethics, coursework, and exam requirements. MK holds both a Bachelor’s and Master’s Degree in Business Administration from Nichols College. Mary Kate holds FINRA Series 6, 7, 63, and 66 securities representative licenses.