Mary Kate (MK) is a CERTIFIED FINANCIAL PLANNER™ professional with over 10 years of experience in the financial management services industry. With a client-centric approach, she specializes in helping clients prepare for and navigate retirement, as well as save and invest for the goals that matter most to them. MK works closely with clients to understand their unique financial situations, providing personalized guidance that aligns with their long-term objectives. She holds both Bachelor’s and Master’s Degrees in Business Administration from Nichols College and has met the rigorous experience, ethics, coursework, and exam requirements to earn her CFP™ designation. Outside of the office, MK enjoys outdoor activities, participating in community events, and spending quality time with family and friends.