Mary Shepler Location
Madison, WI, US
Mary Shepler Work
- 2010 - now Financial Advisor @ Retirement Education Consultants
- 2005 - now Financial Advisor @ Halcyon Investment Services
- 1996 - 2005 Financial Advisor @ Evergreen State Bank
Mary Shepler Education
- University of Wisconsin - Madison
Bachelor of Arts (Psychology)
1982 - 1986
Mary Shepler Skills
- Wealth Management
- Portfolio Management
- Hold Series 7
- Investments
- Risk Management
- Investment Advisory Services
- Retirement Planning
- Licensed Life and Health Insurance Agent
- Personal Financial Planning
Mary Shepler Summary
Mary Shepler, based in Madison, WI, US, is currently a Financial Advisor at Retirement Education Consultants. Mary Shepler brings experience from previous roles at Halcyon Investment Services and Evergreen State Bank. Mary Shepler holds a 1982 - 1986 Bachelor of Arts in Psychology @ University of Wisconsin - Madison. With a robust skill set that includes Wealth Management, Portfolio Management, Hold Series 7, Investments, Risk Management and more. Mary Shepler has 1 emails on RocketReach.
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