A Little About Mary

Meet Mary.  Lake Mills Branch Manager.  Amateur landscaper.  Million-dollar budget handler.

In her spare time:  Trail walking, golfing, reading
Best financial tip:  Create and use a monthly budget.  It is the most important tool to manage your personal finances.
First paying job:  Babysitting – for .75 cents an hour!
What interesting item she keeps in her wallet:  A $1 bill she received in 2009
Favorite movie:  The Wizard of Oz
Favorite childhood TV show:  My Three Sons.  “Robbie was so cute and Uncle Charlie was just like my dad!”
Quirkiest habit:  She sleeps with her window open all year long.
What she’d do with $10K:  Put some in savings, donate to her favorite charity and make a return trip to Kaua’i.


Mary is dedicated to helping Penny achieve her own dreams of travel and future financial security.

Follow Their Journeys...