Mary Jane is the Director of Financial Services and serves as a Financial Advisor / Tax Preparer since joining the firm in 2004. She works out of our Coldwater office and is part of the financial services, leadership, marketing and tax teams. She specializes in providing the following services:
- Assisting individual clients through the multiple facets of wealthcare management: the discovery phase where their unique goals, needs and resources are identified; the implementation phase where clients adopt and implement recommended action steps; and the review phase where a clients’ individual situation is closely and continuously monitored, and modified when necessary, throughout the various stages of their life
- Servicing of retirement plans
- Assisting individuals with minimizing their tax liabilities
Mary Jane is a graduate of St. Henry High School, Sinclair Community College and Wright State University. She participates in professional development seminars and continuing education courses to ensure the highest level of service and expertise for our clients. Mary Jane resides in St. Henry, Ohio with her husband, Kevin. They are the parents of three children and are proud grandparents.
“The most rewarding aspect of my career is helping clients define & achieve their life goals.”