Mary Birkett has been active in the financial services industry for over 35 years, providing the finest advice and service to clients. Thorough and innovative, Mary meets the needs of high-net-worth individuals, successful professionals, business owners and retirees. She has built a solid client base and continuously receives referrals from satisfied clients and professional colleagues.

Mary’s integrity and genuine concern provides clients with superior advice designed to fulfill their financial objectives. Mary helps clients achieve three financial goals: wealth accumulation during their working years, security and independence in their retirement, and estate planning for when their accumulated wealth is passed on to their beneficiaries.

Mary often shares her expertise as an accomplished speaker and has held numerous seminars on financial planning. In her leisure she enjoys family time with her husband, two sons and four grandchildren.

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