Mary McClennen-Glica - Associate Financial Planner

Mary brings 14 years of customer service experience in the insurance and financial services industry. She assists our clients with their initial onboarding, ongoing service needs, investment research, and financial planning.

Mary holds the following professional designations: Financial Paraplanner Qualified Professional (FPQP™) from the College of Financial Planning. Retirement Income Certified Professional designations (RICP®) as well as the Chartered Financial Consultant (ChFC®) from The American College of Financial Services.

Mary lives in Royersford with her husband, CJ, and their children. In her free time, she enjoys reading, baking, and being in the garden.