Mary has been in the administration end of the insurance and financial planning industry since 1973 and with Navigator Planning Group since 1990.

Present duties include, but are not limited to supervision of the staff and personal assistant to Scot J. Madson, Registered Principal of SII Investments, Inc.  Mary, licensed in Life & Health Insurance, interacts with clients in regard to their insurance portfolios and is also an administrative assistant with securities transactions.  Accounting reponsibilities, including accounts payable and internal billing functions, service to policyholders, case preparation, scheduling, production tracking, and coordination of all business and social events round out the list of responsibilities.

 

Mary serves on and coordinates Committee Meetings for two area non-profit organizations.  She loves gardening, cooking, reading, and plays golf.  Mary treasures time with family and friends.