Torrance, California Office
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Mary believes that successful wealth management is the perfect marriage of skilled financial problem solving and human caring and kindness for one another. During her career, Mary has especially enjoyed working with women in transition, as she can personally relate with many of their life changing situations.
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Before joining EP Wealth, Mary served as founder and president of Harris Financial Advisors, Inc. During her 28 years of leading that firm, she was responsible for all facets of running a complex, growing business focusing on investment portfolios and advanced financial planning.
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Mary graduated from the University of Colorado at Boulder. She holds the CERTIFIED FINANCIAL PLANNER™ designation.
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She is currently active on three foundation boards and is a member of the Torrance Memorial Board of Trustees. In her spare time, she looks forward to enjoying more of her favorite “Gs” – Grandkids, Golf and Gardening.
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