Mary Chapman, CFP®

Mary Chapman, CFP®

Chief Operating Officer & Director of Financial Planning Services

Mary came to our team in 2012 with a diverse background and strong interpersonal skills. She has 25 years experience working with both non-profit organizations and global teams including GE, and BMW. You will most likely be interacting with Mary as you work with her and Bobby to build and update your financial plan. She is a CERTIFIED FINANCIAL PLANNER Practitioner and teaches Financial Planning at 2 local universities. In addition, she has earned her Master of Science degree in Counseling and her Bachelor of Science degree in Financial Management. Mary also holds her FINRA Series 7 and 66 securities registrations (held through Commonwealth Financial Network®). Whether she's managing the day to day operations of our firm, working on your financial plan, or teaching financial planning to students, she loves helping people make sense out of complexity and chart a path forward. She's passionate about transforming the complex layers of our lives into simple and accessible steps towards our future.

When not working on finances, you can find Mary, who is a cancer survivor, giving back, mentoring or coaching others. She specializes in crisis counseling and adult education. Passionate about lifelong learning, she is always learning something new. She has completed her 200 RYT yoga teacher certification, is a certified nutritional counselor, is TEFL certified, and is a triathlete. She is currently working on obtaining her PhD.