Mary Thompson joined Retire SMART in February 2022, bringing her passion for helping others and love for learning. A graduate of St. Joseph’s High School in Lakewood, California, and with an associate’s degree in Business Administration from the University of Phoenix, Mary thrives on connecting with people and making their lives easier. She enjoys challenges, creative problem-solving, and is grateful for the positive, team-oriented environment at Retire SMART, where she is constantly learning and growing.
Originally from Southern California, Mary has lived in the Midwest for 29 years, currently residing in Omaha, Nebraska. Family is at the heart of everything she does—she is deeply devoted to her grandkids and her soulmate, her “hunny bunny.” Outside of family, Mary enjoys sports, crocheting, cake decorating, growing an herb garden, and spending time in nature. With a love for animals, especially English Bulldogs, and a touch of OCD when it comes to cleaning, she finds peace in the mountains and enjoys hiking and walks. Mary’s life philosophy is simple: “It’s what you make of it,” and she strives to live with positivity and purpose every day.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Advisory services offered through SMART Wealth, an affiliate of Retire SMART. SMART Wealth, LLC is a federally registered investment adviser under the Investment Advisers Act of 1940 and an affiliate of Retire Smart. Registration as an investment adviser does not imply a certain level of skill or training. The communications of an adviser provide you with information about which you determine to hire or retain an adviser. Information about SMART Wealth, LLC can be found by visiting www.adviserinfo.sec.gov and searching by the adviser’s name. This is prepared for informational purposes only. It does not address specific investment objectives. All investments are subject to risk including the potential loss of principal. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
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