Mary Hiss
Financial Planner,
CFP®,
CIMA®,
CTS™
Mary serves as a Financial Planner at Orgel Wealth Management and has over 10 years of industry experience. As a member of the firm's comprehensive financial planning team, Mary assists our clients by preparing financial plans and analyses that reflect each client's unique goals, cash flow, and tax situation.
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.