Mary is a Clinical Psychologist and Licensed Professional Counselor who brings 20 years of experience with interpersonal relationships and understanding motivation and human behavior. She has been around the financial business for over 20 years and has watched Financial Advisors transform their career when they begin focusing their marketing efforts, developing strategic intent, and working through concerns that have been limiting factors.
Her professional experience brings value to advisors and teams in a few main areas. Mary is an expert in thinking and behavioral patterns and has a deep understanding of interpersonal relationships – all of which are essential in relationship marketing. She has seen the principles of the Oeschli Institute in her own personal experience through marketing with her husband (who is a Financial Advisor) and understands the benefits and emotional struggles that advisors experience. She also understands the importance of self-discipline, organization, and structure as an integral part of success.
Mary graduated from UNC-Chapel Hill with a double major in psychology and communication studies and then completed her graduate degree at UNC-Wilmington with a Masters of Art in Clinical Psychology. She is a business owner of a multidisciplinary group, a performance coach, and a clinician. Mary can relate and understand the many roles that Financial Advisors have in running their practice, relating to their staff, and maintaining a service plan.
Mary loves seeing people succeed. Her practice has always focused on how to bring research and skills to life through assisting individuals to find their own style and build on their strengths. Coaching allows her to assist others to think outside of their comfort zone and to facilitate Quantum Growth.
Mary is a good listener but is also direct. Her background as a Cognitive-Behavioral therapist strongly influences her style such that she incorporates how one’s thoughts, feelings, and behaviors interact to identify barriers and decrease avoidance behaviors. She works with advisors to help them maximize their potential while using a collaborative approach to optimize their performance and help them reach their goals. Mary believes that the coaching experience is most optimal when it is collaborative in nature and offers accountability. She also believes that marketing and sales require a person to understand relationships to continue to be able to self-motivate, problem-solve, and recognize limited thinking patterns that get in the way of one’s growth potential.
Mary lives at the coast, and enjoys the “Salt Life.” In her free time, Mary and her husband enjoy boating and water sports. They have two sons who are 14 and 16. She enjoys watching them play classic and school soccer and socializing with her soccer family through their travels. She loves seeing the grit that her boys are developing through hard work and dedication to their academics and sports. Mary prefers relaxing vacations as contrast and balance to her busy lifestyle. She enjoys visiting with family and learning about other people.
What do Mary’s clients say about her?
“I hear you in my head reminding me to challenge my fears and push forward.”
“She is honest and direct and helps me apply the skills to my life.”
“She makes the concepts real and attainable to me personally.”
