Mary’s objective is to help clients and their families think about, prioritize and pursue their financial goals. She makes her clients’ priorities and objectives explicit – both to themselves and their spouses – and to integrate these goals with effective investment tools to pursue them.
Her comprehensive investment planning integrates clients’ goals with their lives, taking into consideration a broad range of “real-life” situations that affect financial position, such as planning for retirement, college savings, estate planning and charitable contributions.
During a 10-year career in Finance at Procter & Gamble, Mary developed valuable proficiencies which she utilizes with each of her clients: financial analysis skills, decision-making capability and long-term strategic planning acumen. Her clients include P&G employees and alumnae, international families and women who have started their own businesses. P&G clients benefit from her experience with P&G compensation and retirement plans, including stock options.*
Her boutique practice, with investing for women as a particular niche, allows her to serve few clients extremely well.
Mary earned a degree in Economics from the University of Notre Dame. She lives in Cincinnati with her husband, Martin, and their three children. She serves as Treasurer for Children’s International Summer Village for Cincinnati.
*P&G has been listed here based on the objective criteria that Mary and many of Mary’s clients are current or former employees with the company. It is unknown whether the listed clients approve or disapprove of the investment advisory services provided.
mherrington@bkwealth.com