Mary Toole.

Mary Toole is a financial and retirement services professional who specializes in strategic messaging and content development. Her work helps financial services firms and retirement plan providers engage and win clients. She also writes for industry professionals who want to share knowledge as leaders in their fields.

Before founding Toole Bertz & Associates, Mary spent a decade on the road, wholesaling financial products for Nuveen, MFS, and Govett. She also served as Director of Education Communications for Strong Retirement Plan Services where she helped develop, write, and deliver an award-winning retirement education program.

Mary earned a BA in History from the University of Michigan, Ann Arbor. She lives in Milwaukee, Wisconsin, with her husband Sam. Mary writes poetry, delights in her family, and escapes to the UP.