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CFP®
Financial Advisor

Mary Erl
Mary Erl

Mary Erl previously worked in her solo financial planning practice for over 15 years. Prior to that she had a career in information technology culminating in product management for the mainframe line. Mary’s longtime interest in the stock market and personal finance led to a new path as a Certified Financial Planner®.

 

Mary has a BA focused in business and finance from DePaul University and earned her CFP® designation in 2008. She has always worked as a fiduciary, putting her clients’ best interest first.


Mary and her husband Roger live in Lindenhurst. She was president of the Lindenhurst-Lake Villa Chamber of Commerce and continues to serve as director. Mary was on the board of the Lupus Foundation of Illinois and participated in educational and fundraising events.

  • What do you enjoy most about being a financial advisor?

    Working closely with clients, earning their trust, helping them clarify their goals and then visualize how their plan plays out over their retirement. I enjoy the rewarding feeling that comes as we close in on those goals and the confidence they gain that says we’ve got this.

  • How will your past experiences benefit your clients at Inspirion?

    My IT career gave me a solid foundation in problem solving, technology, and customer service. My various roles allowed me to improve my communication skills, translating tech jargon into layman terms for our customers. I like learning about my clients’ goals, addressing questions about their plan, strategizing solutions, and having good conversations where we all end up a little wiser.

  • What do you love to do outside of work?

    Stay active! I multi-task on a stationary bike that has a laptop desk attached and combine making phone calls, viewing webinars or reading while pedaling at a leisurely pace. I enjoy spending time with the people I love, walking my dog, paddleboarding, golfing, gardening, and cooking.

  • What was the most influential book you’ve read and why?

    The Seven Habits of Highly Effective People by Stephen Covey. This book helped me define who and what is truly important to me, my values, and the type of person I want to be. Having that clarity helps me make decisions based on my values such as making time to be active and eat well, and spending time engaging with the people that are most important to me.

  • What accomplishments are you most proud of?

    Starting and running my solo financial planning practice and being recognized for being a trustworthy source for financial advice - and then integrating my practice with Inspirion Wealth Advisors. I can’t imagine a better team of people to work with!

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