Mary has been involved in the financial world for over 30 years, having earned a MBA with an emphasis in finance in 1983.
Mary is also an Enrolled Agent and had a large tax practice for many years helping over 400 clients with their taxes and tax planning. By definition, an Enrolled Agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service. Enrolled Agent is the highest credential the IRS awards. Individuals who earn this elite status must have passed comprehensive IRS tests, and adhere to ethical standards including continuing education requirements each year.
Throughout Mary’s career she has been privileged to work with several non-profit organizations in San Diego including Mama’s Kitchen, Auntie Helens, and Street of Dreams.
Mary’s joy for helping people, along with her experience at many levels of financial planning, has been the highlight of her career. This continued evolution of service and excellence culminated in her joining Newport Wealth Advisors in 2022.