Mary has served the investing communities of Los Angeles, Orange, and San Bernardino Counties since 1983, when she became Series 7 registered while working at Wedbush Morgan Securities in Los Angeles. She joined DSI Financial Group (West Covina) in March 1992, where she focuses on service to individual and business investors.
Mary’s educational background includes undergraduate work at Cal Poly Pomona and a degree in Business Administration from the University of Phoenix. Through the years, Mary has developed a strong knowledge of capital markets and their performance within different investment climates. Her knowledge and perseverance has helped guide her clients to profitability.
Mary’s goal is to assist her clients in determining their investment objectives; to provide the appropriate investment vehicles and strategies to meet those objectives; and to provide the needed flexibility when clients’ objectives change. “I strive to promote an interactive relationship with investors in order to develop a complete financial plan and to assist with its implementation. We may accomplish this through frequent consultation and communication.”
“I welcome the opportunity to personally serve your financial needs and look forward to helping you grow your wealth long into the future.”
DSI Financial Group
100 N. Barranca Ave. Suite 960
West Covina, CA 91791
(626) 919-5223 | (888) 292-3310 | Fax (626) 919-1043