Mary began her financial career working for a national bank as an operations officer and personal banker. After obtaining her insurance licenses she began working for the CDS Group as an insurance agent. She purchased the company in 1997 and added income tax preparation to the menu of financial services being offered by the company.
Mary received her MBA from the University of Missouri – Saint Louis in 2010. Mary is currently pursuing her PhD in personal financial planning at the University of Missouri – Columbia.
Aaron graduated from Eastern Illinois University in 2005 with a bachelor degree in both sociology and business administration. He continued his studies in sociology at the University of Missouri – Saint Louis earning an MA in the discipline in 2007. Aaron has worked in an account executive role during his time at the CDS Group and more recently has become a full-partner in the business. He continues his education in the accounting and tax fields and plans to begin pursing an MBA in the near future.