Mary has 32 years of experience in the financial services and insurance industry. Her practice has been focused in the area of insurance planning with extensive knowledge in Long-Term Care Insurance, Disability Insurance, Life Insurance, Employee Benefits and retirement planning.
After being her mother's caregiver for over a decade, Mary began to realize many of her clients will most likely experience a similar situation. This motivated her to specialize exclusively in Long-Term Care Insurance planning.
Mary frequently conducts Long-Term Care educational seminars for professionals throughout the Portland, Oregon, and SW Washington areas. Mary consults with financial advisors and estate planning attorneys on how to design Long-Term Care plans for their clients.
Mary holds the prestigious Corporation for Long-Term Care Certification (CLTC) designation, is a member of the American Association for Long-Term Care Insurance (AALTCI) and is certified by both the California Partnership for Long-Term Care and the National Long-Term Care Partnership Program.