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Mary E. Winand, CFP®, CSLP

Director of Financial Planning
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Mary is a graduate of York College of Pennsylvania, earning her B.S. degree in Finance. She has been with the group since 2016 and is currently the Director of Financial Planning. Mary holds the FINRA Series 7 and 66 registrations through LPL Financial, earned her CFP® certification in 2019 through The American College, and obtained her CSLP certification in 2024.

Mary is a current board member of the Financial Planning Association (FPA) and an active volunteer with Junior Achievement of South-Central PA. She resides in York with her husband, Luke, and their son, Leon. They also have two dogs, Morty and Willow, and two cats, Wic and Moo.

Securities offered through LPL Financial, Member FINRA / SIPC. Investment advice offered through The Financial Advisory Group, a registered investment advisor and separate entity from LPL Financial.

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