Our Team

Too many people in communities like the one I grew up in are victims of financial illiteracy. Even my father, who was thought to be financially savvy, made a huge mistake that wasn’t discovered until his death. He told my mother that if he died, the mortgage would automatically be paid off. Unfortunately, what he purchased was an Accidental Death & Dismemberment (AD&D) policy, not mortgage protection! I  am committed to making sure things like this do not happen to those that I serve.

My focus is on financial education.   My process is to teach as well as empower my clients to improve their financial state and leave a legacy to the next generation. I actively listen as you share your goals, dreams and even your fears.  Active listening allows me to recommend solutions that are within your risk tolerance and that are in line with your big picture.  

In addition to be a member of The Good Steward Insurance and Retirement Services, I am a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser.  I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products through NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency.  Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.

On a personal note, I am married with a blended family of five children and eight grandchildren.  Family time, game nights, comedy and baking pound cakes, are my guilty pleasures in life.  I also enjoy singing in Sign Language.  I was born and raised in Detroit Michigan.  I am a Cass Technical High School and Michigan State University Alum - I Bleed Green!

Mardi seeks to work with individuals who are open to financial education, systematic strategies and who are serious about securing their financial futures. She is committed to building long-term relationships by providing education and objective guidance throughout each stage of her client’s lives. She promotes all four levels of financial strategies which include protection, wealth accumulation, retirement, and legacy solutions.

Because financial literacy is not a core part of our educational system, Mardi’s mission is to provide sound financial education so that people can understand their options and how to make the best choices to achieve their life objectives.

Mardi has more than 20 years of customer focused experience. She has securities licenses and is also an insurance agent.   She wakes up every day on a mission because the decisions she helps people make can be life changing. She is always looking for opportunities to do seminars, lunch and learns, events and one-on-one strategy sessions with individuals, families, and small businesses.

Mardi has a B.A from the University of Michigan. She is a Registered Representative offering securities through NYLIFE Securities LLC and a Financial Professional with New York Life offering insurance products in Michigan.

She is married and the proud mother of two sons. She enjoys the opportunity to spend time with family and friends. She loves to travel and volunteers her time with multiple non-profit organizations.