TENET FINANCIAL GROUP - Key Persons
Our respective careers can be best summarized with one word: Family. The company was first started by Stanley Silver in the 1940s, and we have been helping families in the Maryland area for 3 generations with their tax and retirement planning ever since.
My journey as a CPA began as a Medical Technologist. Who knew the path that I would take and where I would end up! I graduated with a Bachelor of Science Degree in Medical Technology, in May of 1981, from the University of Maryland at Baltimore. After graduation, I began working in a microbiology lab and gained considerable experience in the healthcare industry. Back then, you could go to school for free. Never being satisfied with my accomplishments along with my thirst for knowledge, it led me to take accounting and tax courses. One thing led to another and passed the CPA exam; it wasn't planned, it just was a natural progression. In May 1985, I passed on my first try. Again, it wasn't the plan, but life just took me down that path.
Job Titles:
- Financial Advisor of Grove Point Financial, LLC.
Mary holds the following registrations:
FINRA Series 7 - General Securities
Series 63 - Uniform Securities Agent State Law License
Series 65 NASAA - Investment Advisor Law Exam
With over 20 years of experience in the financial services field, I bring a wealth of insight to my clients. I believe in a side-by-side partnership when it comes to finding strategies to those nagging questions of what, when, how and why. Whether the focus is on retirement planning, creating a lifetime income stream or leaving a legacy, my goal is to help inform, simplify and make lifetime planning a fun and user-friendly tool for everyone. My commitment to instill confidence through competence came from my own life experiences. When my mother was left a widow, I learned firsthand how frightening finances can be to the unprepared and how a little understanding can go a long way in overcoming uncertainty.
Job Titles:
- Financial Advisor of Grove Point Financial, LLC
My journey as a Certified Public Accountant as well as an investment advisor representative began in 1971 the year I graduated from the University of Maryland. I graduated in the top ten percent of my class. I went to Loyola College for a Master's Degree and once again graduated in the top 10 percent of my class.
While in graduate school I worked for what was then a "Big 8" accounting firm, Peat Marwick and Mitchell. I worked many hours at the firm as well as going to school at night. When you are young you have all the energy in the world. That is how I acquired my work ethic.
Job Titles:
- Financial Advisor of Grove Point Financial, LLC.
My path to my present status in the financial planning industry began in New York in 1980 when I started work at a large Park Avenue C.P.A. firm where I provided tax planning and compliance services, primarily to high wealth clients and their families. I worked there through 1986, during which time I completed, through part-time evening classes, an M.B.A. (specialization in taxation) at Baruch College, City University of New York. It was certainly a busy time, but for those who may recall or are familiar with the so-called go-go times of the 1980s, an exhilarating one as well.