Mary has 35 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.
Jami Thompson began her career in the financial services industry over 15 years ago and has focused on long-term care planning for the past 8 years. Her experience has taught her that often people are simply not educated about the risks and costs of needing long-term care. She believes in the importance of helping clients understand and prepare a plan for themselves and their family.
Jami is trilingual in English, Spanish, and Cambodian. When she’s not working with Mary, she enjoys hiking, reading, crafting and volunteer work in Southwest Washington where she lives with her husband and their two dogs.