Mary joined Wealth Enhancement Group in 2022 through the Bohmer Kilcoyne Wealth Management acquisition, and she brings with her an impressive array of financial analysis skills, decision-making capability and long-term strategic planning acumen. Her objective today is the same as it’s always been; to help clients and their families think about, prioritize and pursue their financial goals and to integrate these goals with the most effective investment tools. Mary’s comprehensive investment planning integrates her clients’ goals with their lives, taking into consideration a broad range of real-life situations that affect financial position. These include planning for retirement, college savings, estate planning and charitable contributions. Mary and her family live in Hyde Park.

Contact: mherrington@wealthenhancement.com