Mary Hiss
Financial Planner,
CFP®,
CIMA®,
CTS™
Mary serves as Financial Planner at Orgel Wealth Management and has over 10 years of industry experience. Mary assists our clients with comprehensive financial planning including developing personal financial plans based on client needs and objectives, budgeting and cash flow analysis, and assistance with tax planning.
Mary earned her Bachelor of Science degree in business management from Edgewood College in Madison, Wisconsin, graduating summa cum laude. Mary holds the CERTIFIED FINANCIAL PLANNER™ certification, the Certified Investment Management Analyst® designation, and the Certified Tax Specialist™ designation.