Mary M. Gies, AIF®, Accredited Investment Fiduciary
Sagewater Financial, Registered Assistant with United Planners
Mary M. Gies is a lifelong resident of Washington State. She completed her undergraduate and master's degrees from Seattle University and Heritage University, respectively.
After working for several years with educational foundations, in 1996 she had the opportunity to establish herself as a financial and investment planner and associated with Northwest Investors Trust. In 2005 she opened her own firm, Gies Associates, LLC, now Sagewater Financial. Professionally, she holds her Series 7, 63, 65 and 24 licenses as a Registered Principal with United Planners, is an Accredited Investment Fiduciary® and holds her Life and Disability Insurance licenses with Washington and Oregon State. Mary is also a limited Partner with United Planners Financial Services of America.
Locally, she is a member of the Tri-Cities Estate Planning Council, is active with the Richland Education Foundation and is an Advisory Board Member for Trios Home Health.
Due to Mary’s dedication to her work, she has received consecutive awards honoring her for outstanding service on the United Planners Partner Advisory Team. Her vision and leadership inspire the team at Sagewater Financial to uphold the highest ethical standards of financial services.
On the personal side, Mary, and her husband, Richard, have 3 grown children and 5 grandchildren. They enjoy their home, love to travel, go fishing, and spend time with their family and friends.