“I have a passion for my work and a genuine interest in our clients' success. Getting to know clients on a personal level helps me understand their goals and perspective. Assisting clients with achieving these goals provides the greatest satisfaction in my work.”
A member of the Lohman Company team since 2006, Mary currently serves as a partner in the tax department and is a member of the Senior Management Group. Her expertise lies in gift, trust, income and estate tax planning for high net worth individuals as well as compliance regulation for a variety of individuals, trusts and LLCs. Mary uses a team approach, working with the client as well as their legal and investment advisors, to achieve their family goals in a tax-efficient manner.
With over 30 years of tax and consulting experience, Mary brings unparalleled expertise to the table. Prior to joining Lohman Company, she held various positions in the accounting field including 15 years with a national CPA firm, nine years as a tax manager for a mid-market CPA firm, one year as a controller for a privately held small business and four years as owner of a tax practice focused on high net worth individuals and families.
Mary is a past President and Treasurer of the East Valley Estate Planning Council and a member of the Arizona Community Foundation’s Professional Advisory Board. She is Treasurer of the Board of Directors for Westminster Village, Inc., a not-for-profit continuing care retirement community (CCRC) in Scottsdale, Arizona, as well as Chair of the Finance and Audit committees.
Mary’s decision to pursue a career in accounting came after determining she wanted to work in an industry that offered job stability along with abundant career opportunities. She attributes her success to determination, attention to detail, and a willingness to learn from her peers and mentors who offer a wealth of experience from which she can draw.
Mary grew up in Albuquerque, New Mexico, has two children and currently resides in Gilbert, Arizona. In her down time, she loves to travel, attend live theater, take leisurely bicycle rides through the parks and along the canals, practice yoga and read mystery novels.