Mary Louden, JD, LLM

How do I help our clients Live a Richer Life®?
As the director of estate planning, I strive to help clients live a richer life by aligning their lifetime financial planning goals with the legacy they desire to leave behind for their family and community. I enjoy speaking with and educating clients about various techniques to preserve wealth from one generation to the next in a manner that minimizes taxes and emphasizes the personal goals of their family. I am committed to bringing value to clients by offering timely, strategic, and creative guidance to help clients create estate plans that address their specific needs.

How do I align my time and money with my values and passions to Live a Richer Life®?
I am guided by the values of education and relationships.  Education was a value emphasized in my home growing up and continues to be a passion of mine.  Professionally, I enjoy speaking and educating clients with respect to their estate and gift tax planning, and, personally, I love to volunteer at my children’s schools and continue to expand my own knowledge through travel and experiencing new cultures with my family.  I enjoy building and strengthening relationships with friends, family, and colleagues by spending quality time – whether it be grabbing a cup of coffee or playing pickleball.