Mary is an award-winning portfolio manager. In her more than 30 years of experience, she has guided thousands of clients and their families along the path to financial freedom. She understands the emotional toll that money can take on people’s lives. That’s why she has dedicated her life to helping alleviate the anxiety that money causes by incorporating mindfulness, wellness, and overall health and prosperity into her client work. She is the perfect balance of sincere and caring while also being strategic and disciplined.
She incorporates the skills and mindfulness that earned her a black belt in karate into her financial offerings- truly kicking butt in the financial sector and daring to be unique in her conversations about money.
Mary’s 4 Guiding Principles When it Comes to Your Investment Strategy
- Happiness is our birthright.
- When it eludes us, we suffer.
- Money plays a key role in attaining and maintaining a happy state.
- There is a recipe for being prosperous and happy. And Mary will show you what that is!
“To earn a black belt in karate, you must have discipline, focus and grit. The money manager behind The Black Belt Investor is just as inspiring as any karate fighter. It was a true pleasure for me to read this jewel of a book and rediscover its author, who preaches by example. I would highly recommend making this book available to young people, especially young women, so that they can learn early how to anticipate, plan and develop a healthy relationship with money in order to have a truly ‘rich’ life.”Suzie Mondésir
“I wish that I had read this book 30 years ago. So many lessons I had to learn the hard way. Loved the discipline of karate mirroring the discipline we need in our every day life with finances. Wealthness indeed. Good work…excellent read. Looking forward to the sequel.”Bill Hemens
The Black Belt Investor
“I wish that I had read this book 30 years ago. So many lessons I had to learn the hard way. Loved the discipline of karate mirroring the discipline we need in our every day life with finances. Wealthness indeed. Good work…excellent read. Looking forward to the sequel.”
The Black Belt Investor is my story about how my many years inside the world of money management combined with my study of martial arts has brought me to a deeper understanding of what it means to be wealthy. This book is my recipe for obtaining a sense of wealth, or “wealthness”, as I like to call it.