Mary Goles, FPQP™, aPHR®
Director of Operations
Having worked with Peter Maller for almost 20 years and in the financial services industry since 1980, Mary has played a significant role in building the firm to its current size and oversees the office’s daily operations to ensure everything runs smoothly. In addition, her responsibilities include arranging and maintaining Peter’s schedule as well as monitoring our office for industry and broker/dealer compliancy. Mary serves as our "Mission Control" in all aspects of managing the office.
Education and Certifications
Financial Paraplanner Qualified Professional™
Associate Professional in Human Resources®|
Continuing Education courses related to the industry
On a Personal Note
Mary and her family reside in Perry Hall, MD.