Mary Lacey Gibson

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Mary Lacey Gibson, CFP® is a personal finance and small business coach whose mission is to provide her clients a good, worry free night’s sleep.

Mary has been coaching small business entrepreneurs for over 15 years. She counsels in all areas of small business ownership, from start-ups to selling and all the years in between. When her small business clients began asking her to help plan their personal finance strategies, Mary investigated what professional designations were considered the most comprehensive in the financial advice arena. This led her to attend the American College in Bryn Mar, PA Certified Financial Planner program. Mary sat for and passed the 2 day CFP® exam in 2001. She exceeds the required continuing education units each year in order to stay abreast of the ever changing financial world.

Mary has authored financial articles for local newspapers, newsletters and the book, Just Give Me the Answer$ by Sheryl Garrett. She speaks regularly at local, regional and national gatherings of business and financial professionals.

As a Certified Financial Planning™ professional, Mary provides people from all walks of life with the guidance they need to achieve their personal financial goals. Keeping in mind that financial planning encompasses the areas of retirement, cash flow and debt management, taxes, insurance, investments, estate planning and setting personal financial and lifestyle goals, people contact her with a wide variety of issues and concerns that are impacting their lives.

As a member of the National Association of Personal Financial Advisors, The Garrett Planning Network, The Financial Planning Association and a designee of the Certified Financial Planning Board of Standards, Mary subscribes to the highest ethical standards in the financial planning industry. She considers herself a fiduciary, placing her clients’ needs ahead of her own when offering financial advice. She is also listed in the Kinder Institute of Life Planning list of financial planners.