Don’t worry about anything. Tell God what you need, and thank him for all he has done. Then you will experience God’s peace, which exceeds anything we can understand. His peace will guard your hearts and minds as you live in Jesus Christ. – Philippians 4:6-7
About Mary Jo
Mary Jo is a CERTIFIED FINANCIAL PLANNERTM PROFESSIONAL and Wealth Advisor serving the Houston and Corpus Christi areas. She is a native Texan and graduate of Texas A&M University at Corpus Christi. She and her husband Mike now live in Rockport, TX full time (near Corpus Christi). They attend The First United Methodist Church in Rockport.
Mary Jo has over 20 years of experience in the investment industry and has been a CERTIFIED FINANCIAL PLANNER TM PROFESSIONAL since 2004, allowing her to bring extensive experience in designing financial strategies for individuals, families, and small business owners. Prior to joining CIS Wealth Management Group, Mary Jo served clients in several corporate settings gaining experience in complex financial planning scenarios, retirement planning processes, income strategies, and wealth management issues.
Mary Jo’s mission is to provide affordable, financial planning services for those who are committed to creating a financially fit future. She loves helping people through the maze of decisions they face regarding investments and retirement planning. Mary Jo enjoys working with people who are motivated to become better stewards of their family’s resources.
If you are in the Houston area, call 832-780-9143 or Corpus Christi area, call 361-238-0023 to speak with Mary Jo for your complimentary initial consultation.
A Little More About Mary Jo
- Certified Kingdom Advisor®
- Over 35 years of professional experience
- A CERTIFIED FINANCIAL PLANNERTM PROFESSIONAL since 2004
- Current host of the podcast, “Christian Financial Perspectives“
- Holds TX Insurance Licenses in Variable, Life & Health, and LTC
- Passionate about planning for the unexpected, especially with the rising cost of healthcare
- Active volunteer with the Alzheimer’s Association
Favorite MovieSecondhand Lions
Favorite Sports TeamHouston Astros
Favorite BookI haven’t found it yet. I’m an avid reader and still looking for the one I can call my favorite.
Mary Jo’s Top 3 Favorite Places
I love the laid-back, coastal town feel, the many shore birds and the majestic wind swept oak trees that make it an artists haven.
I love the golden glow of the marsh grass, the smell of the pluff mud and enjoy watching the many egrets and herons that call it home.
The food, the history, the art, the landscapes, the people – can’t wait to go back!