Mary Pepkin, CFP, BFA

Mary Pepkin, CFP, BFA

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Private Wealth Advisor at Ameriprise Financial Services, LLC

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05/26/2026

Managing finances independently doesn’t mean every decision is made alone.

Ameriprise Financial research highlights how many financially solo adults seek guidance when navigating major or unfamiliar decisions — especially as they look to the future.

05/25/2026

This Memorial Day, we remember those who gave their lives in service to our country.

05/22/2026

For many financially solo adults, independence isn’t a temporary phase.

New research from Ameriprise Financial shows long‑term financial autonomy shapes how people set priorities, plan ahead, and define their goals — regardless of future relationship changes.

05/21/2026

Even if you’ve hit your contribution limits, there are strategies to help you keep saving in a tax-efficient way. Reach out today to discuss your options.

05/19/2026

How would losing 40% of your income impact your family? Unexpected events can derail even the best plans. Together, let’s talk about strategies to help guard your financial priorities.

05/13/2026

Midterm elections don’t just shape the political landscape; they impact financial markets too. Find how stocks typically behave during a midterm election year and learn portfolio positioning strategies to navigate the 2026 election cycle.

05/10/2026

Today we celebrate the mothers, grandmothers, and maternal figures who give so much of themselves to help others grow and thrive. Wishing a heartfelt Happy Mother’s Day to all who nurture, guide, and inspire — today and every day. 💐

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Plano, TX