Mary E. Winand, CFP®

Director of Financial Planning
Mary is a 2016 graduate of York College of Pennsylvania earning her BS Degree in Finance. During her final spring semester, she interned at the Financial Advisory Group and was offered a full-time position as a Financial Planner Trainee upon graduation. In addition, she coordinates our client events. Mary holds the FINRA Series 7 and 66 licenses registrations through LPL Financial and earned her CFP® certification in 2019 through The American College. She is a current member of the Financial Planning Association (FPA), and an active committee member with the American Heart Association’s “Go Red” events. Mary resides in Hanover with her husband, Luke.