Mary Thomas-Spruill

Mary Spruill is a financial professional who is passionate about making the process of financial planning more straightforward and less complicated.

She prioritizes her clients' privacy and assures compliance with federal and state regulations. She empowers them to take charge of their future while also enjoying today by providing clients with serene services that put them at ease. Mary employs a holistic approach that solves wealth management issues in financial planning, investment management, education planning, tax and estate planning, business planning, insurance, and charitable gift planning. Mary has been in the financial industry for over 16 years, having held positions as a financial analyst, budget analyst, and financial and tax manager. She began her career at NASA Langley Research Center, where she developed an interest in the financial sector. She earned her MBA in Accounting to expand her financial industry knowledge. In addition to earning her ChFC®, AFC®, and EA designations, merging her desire to help others with her professional skills. The varying roles and knowledge gained in the industry have prepared her for the unique needs of partnering with clients in every step of the wealth management process and helping them stay on track. Mary's favorite activities outside of work include spending time with her family and cooking. Additionally, she enjoys volunteering for a number of charitable organizations.