Mary Dee began her career in the Financial Industry at IDS/American Express. There she learned the value of listening to her clients’ concerns about their financial futures. She has had positions with various broker dealers and has been with Newport Advisory for the past two years.
Her main goal is to guide her clients in setting up an income for life that they and their spouses cannot outlive. She also motivates them to take the time to set up plans that will allow them to leave their families and the causes they care about a legacy.
Mary Dee’s interests are varied. She loves music, especially jazz and she is a First Soprano in her church’s 100-voice choir. Having graduated from The Ohio State University, she, of course, loves her Buckeyes! She often attends the Alumni “Game Watch” at the local “Dave and Buster’s” on fall Saturday game days. Occasionally during the racing season, she will make a trip up to Santa Anita to watch the morning workouts at “Clocker’s Corner.”
Mary Dee has been involved in several ministry activities. At Trinity Presbyterian Church in Santa Ana, she not only sings in the choir, but also is active on the Mission Stewardship Committee. She also, in January of 2015, took a trip to Kenya, Burundi, and Rwanda with Empower International Ministries. While there, she helped teach sessions for leaders of various churches.
While Mary Dee now lives in Tustin, she was raised in Northeast Ohio and earned an Education Degree at The Ohio State University. She also earned a M.A. in Biblical Studies at the International Graduate School of Theology.