Mary Anne Ehlert, CFP®, is a financial professional. She is also a mother, sister, and daughter to her loved ones with disabilities. She is highly regarded as a specialist in working with families of individuals with disabilities and the elderly and speaks at conferences, hosts webinars, and runs virtual training on future planning.
Mary Anne’s journey began in senior. management positions within the banking industry, including Deutsche Credit Corp, Heller Financial, and Citicorp. For over 20 years she was a leader in the corporate world, leaving in 1990 to create Ehlert Financial Group and Protected Tomorrows, businesses are driven to assist individuals and families to develop both short- and long-term financial strategies to help them find peace of mind.
Over the years, she found that many individuals and families were receiving transactional advice, rather than overall planning, and thus she set about to become a true personal advisor. to her clients. The mission to become that needed resource to her clients has driven the overall purpose and strategy of the firm.