Meet Your Financial Planning Hero!


Mary M Garlock, RFC®, AIF® is a Registered Financial Consultant and Accredited Investment Fiduciary. She is a registered and licensed professional, trained to objectively analyze your investment needs and help you create a financial plan designed to pursue your unique goals.

Experience has been Mary's teacher! With over 21 years of experience, she has been fortunate to help her clients with a wide range of financial planning situations. Her commitment to the financial planning process and gratitude to work in a profession she loves has resulted in many happy clients. Her passion shows!  

Mary believes that while money does not buy happiness, it can offer the freedom and flexibility to have more choices.

Today can be the first step toward planning a more secure financial future!

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