Mary Chavalia
Paraplanner
Department: Advisors
Experience: Finance since 2016
Education: Bachelor of Business Administration
Mary’s daily responsibilities focus on client service and financial plan preparation, which includes new account opening, transferring of assets, trading, form preparation, attending client meetings, obtaining financial plan updates from clients, and preparing financial plans.
She joined the Modern Wealth team in November 2024 via the acquisition of Gardey Financial Advisors in Saginaw, Michigan. Prior to arriving at Gardey Financial Advisors, Mary was a stay-at-home mom for 14 years.
Mary and her husband, Jeff, have two sons, Jeffrey and Ethan, and a pet cat, Molly. She enjoys spending countless hours at the beach, boating, trail riding, playing volleyball, taking road trips anywhere in Michigan, listening to live music, and completing jigsaw puzzles with friends. She is also a proud supporter of Santa’s Cupboard, an organization that delivers presents to ill children during the holiday season.