Meet Our Team

Mary Beseke

Mary Beseke, Principal, MN Office

Mary is a CERTIFIED FINANCIAL PLANNERTM professional with over 32 years experience in the financial industry. She is a current member of the Financial Planning Association (FPA) and holds her FINRA Series 7 and 63. She is a well-known speaker and educator in the Retirement and Legacy Planning markets. She has worked for over 20 years as an independent financial consultant, this allows her to gain access to multiple companies and investment options available in the marketplace to help achieve her clients’ and financial advisors' objectives. Mary has trained advisors how to plan for catastrophic illness, helped create advisor programs to reduce income taxes, social security planning, lower their clients estate taxes and protect their estates. She is currently updating her business, economic and technical skills at the University of Phoenix. She is a 2012-2021 recipient of the Five Star Wealth Management award. Mary lives with her family in Maple Grove, MN.

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