Mary Erl previously worked in her solo financial planning practice for over 15 years. Prior to that she had a career in information technology culminating in product management for the mainframe line. Mary’s longtime interest in the stock market and personal finance led to a new path as a Certified Financial Planner®.
Mary has a BA focused in business and finance from DePaul University and earned her CFP® designation in 2008. She has always worked as a fiduciary, putting her clients’ best interest first.
Mary and her husband Roger live in Lindenhurst. She is a past president of the Lake Villa Lindenhurst and Round Lake Chamber of Commerce and served on the board of the Lupus Foundation.