My Recognition

Accomplishments

Mary has been the recipient of numerous awards including:

  • 2019 Gay San Diego Best Insurance Broker*
  • 2018 Gay San Diego Best Insurance Broker
  • 2016 Gay San Diego Best Insurance Broker
  • 2014 New York Life San Diego General Office Agents Advisory Council
  • 2012 New York Life Pacific Zone Investment Annuity Leader
  • 2012 New York Life San Diego General Office Agent of the Year for outstanding sales achievements
  • 2011 San Diego Pride Community Service Award
  • 2009 New York Life San Diego General Office Agent of the Yea for outstanding sales achievements

*2019 was the last year that Gay San Diego was published.

Calculators

Newsletters

  • HOT TOPIC: ‘Tis the Season for Tax-Friendly Giving Strategies

    Donating to charity can make a difference at any time of the year. But taking a strategic approach, possibly as part of your year-end tax planning, could offer tax benefits and potentially increase your ability to give. This article provides an overview of various tax-advantaged giving strategies.

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