Mary joined our firm from Sterne Agee/WRP, where she has spent the last 13 years growing her independent financial planning practice. She focuses on helping small business owners, professional women and families by using the following philosophy: “Dream. Plan. Achieve.”

Mary has more than 35 years of experience in small businesses, including working in estate planning, small business law, direct product sales and owning a bookkeeping firm.

Today, Mary specializes in wealth abundance planning for small business owners and professional women, helping them gain a better understanding of their unique needs through her proprietary seminar series How to Become a MoneyWise™ Woman. She has been published in Central Ohio’s Business First, the Glow Project Magazine and featured in Columbus C.E.O. Magazine.

Mary is an active member of the National Association of Women Business Owners (NAWBO), Women for Economic and Leadership Development (WELD) and The Transition Network. Plus, she volunteers for a variety of non-profit organizations and recently sat on the board of Hands- On Central Ohio, Fairy Goodmothers, The Transition Network and Your Management Team.

Mary Slane is registered to conduct securities business in CA, GA, IN, KY, LA, MO, MT, NY, OH, TX, VA, WY.

Insurance-related services may not be provided to individuals residing in any states other than OH, AL, CA, GA, IN, KY, LA, MI, TX, VA, WY.  No offers may be made or accepted from outside the specific states referenced.