About Mary Ballegeer
While my career spans nearly a decade’s worth of experience supporting financial advisors, I always struggled with the idea of getting on the planning path myself.
Many aspects of financial planning seemed like things I would find enjoyable in my career. I truly enjoy getting to know people and finding out what matters most to them. As an avid reader, I love staying on top of current events and learning more about how they impact financial markets.
Luckily, not only did I discover the world of fee-only planning, but I discovered Single Point Partners. I am so grateful Rene and I crossed paths on the MassVentures board and I am thrilled to be on the team as a Planning Analyst.
I live in Newton with husband Mark.