Mary McDirmid
Building a Movement
- Role
- Co-founder - Special Needs Financial Planner at All Needs Planning
- Location
- Spokane, WA, US
- LinkedIn followers
- 500 followers
About Mary McDirmid
Enough About me - Let\'s Talk About you!ACCESS MY CALENDAR HERE https://calendly.com/marymcdirmidInvestment Advisory Services offered through Sound Income Strategies, LLC, an SEC Investment Advisory Firm. All Needs Planning and Sound Income Strategies, LLCare not associated entities.
Experience
Co-founder - Special Needs Financial Planner
Feb 2024 — Present · US
Financial Planning for families with Special Needs.
Education
Whitworth University
Leadership, Season One Institute of Leadership
Whitworth University
Master of Financial Planning, Organizational Leadership
Big Bend Community College
Associate of Arts Degree
1999 — 2001
Pacific University
Bachelor of Arts in Business Administration, Accounting and Finance
2001 — 2003
Skills
- Sales
- Insurance
- Customer Service
- Finance
- Management
- Project Management
- Risk Assessment
- Leadership
- Microsoft Excel
- Financial Analysis
- Risk Management
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