Mary K. Sheahan, FPQP®

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Client Service Manager
Branch Professional, RJFS

 

Mary K. Sheahan, FPQP®, is a dedicated Client Service Manager at the Center for Financial Planning, Inc.® with a profound heart for client service. Her experience in the financial industry as an Executive Administrative Assistant, Paraplanner, Financial Planning Assistant and Investment Advisor Representative provide a strong foundation for her knowledge base and skills applied in her role. Before beginning a career in the financial industry, she pursued an academic path with a focus on the medical field and then pursued Christian ministry work. Throughout her journey, Mary has focused on serving individuals to assist them in tracking toward the goals close to their hearts and toward wellness and fulfillment.

In her current role, Mary embraces the vision and mission of The Center. The collaborative spirit and compassionate authenticity underpin her approach to address clients' needs with exceptional service. She has extensive experience and commitment to going above and beyond to assist.

Mary finds great joy as mother to her two sons. Family is the core of her life, with siblings, parents, and grandparents living nearby. Singing, dancing, painting, and spending time in nature are a few of the ways she expresses her joyful spirit in leisure. She also finds fulfillment in Christian ministry, where her compassionate heart guides her interactions. This ministry allows her to hear the multifaceted needs of others, meet them where they are, and be a source of help and hope.

EDUCATION:

  • Bachelor of Arts, Romance Languages Spanish Concentration, Wayne State University

Licensing & Certifications:

  • Financial Paraplanner Qualified Professional™ designation (FPQP®)

  • Securities Industry Essentials (SIE), Series 7, Series 63, and Series 65 Securities Licenses