Mary Yi, CRPC^®

Born and raised in Houston, Mary’s experiences growing up in an immigrant household and navigating financial challenges shaped her appreciation for perseverance and resilience. She earned her Bachelor of Business Administration from the University of Houston, with a focus on Marketing and Management.

Mary and her husband, Andrew, have been married for 20 years and are raising three teenagers in Hutto, Texas. She enjoys serving alongside her husband in their local church by helping couples strengthen their marriages through marriage enrichment programs. She also enjoys supporting and encouraging her kids as they pursue their passions, from sports to music.

Mary brings her personal experiences and passion to help others into her work as a financial planner. She holds the Series 7 registration, Series 66 registration, Texas Life Insurance license, and the Chartered Retirement Planning Counselor™ (CRPC®) designation, reflecting her dedication to helping individuals and families prepare for their retirement goals.

Having experienced the challenges many families face when making important financial decisions, Mary approaches planning with compassion, clarity, and care. She helps clients align their resources with the goals and values that matter most.