Mary Formosa

Most people search for their career. Mine arrived by way of a friend who recommended me for a position at an insurance company, and what began as someone else's good idea turned into forty years of work I would not give back.

My work centers on assisting Rich, Investment Adviser Representative, in all aspects of what our firm has to offer - Investments, Life Insurance, Annuities and Medicare Supplements.

What draws me into every client conversation is what sits behind the financial picture. The goals, the plans, the life someone is trying to build or defend. That is the part that keeps this work from ever feeling routine.

I grew up in Calumet City, in a neighborhood dense with kids and front porches and the particular kind of community that shapes how you treat people for the rest of your life. Today I live on a lake in Warsaw, Indiana, which is about as far from that urban block as you can get, and exactly right. Pete and I have been married forty years and have 2 sons. Christopher is in Grand Rapids, Dominic is in Chicago, and the grand pups are keeping everyone company in the meantime.

Pete retired last year, and the travel plans are already forming. Summers on the lake with family and friends came first. Everything else is still being decided.