Mary Erl, owner of Nest Builder Financial Advisors, Ltd. is a CERTIFIED FINANCIAL PLANNER® professional and a Registered Investment Advisor. She established her practice in 2003 and has built her reputation as a trustworthy and effective advisor. As a Registered Investment Advisor, Mary is held to the highest standard of working in the client’s best interest. This fiduciary standard, Mary’s objectivity, and the fact that she does not receive commissions or other compensation for the investments she recommends helps earn the trust of those who come to know her.
DePaul University is where Mary earned her Bachelor of Arts degree with a focus on business and finance. The additional courses and rigorous 10-hour, 2-day CFP® examination, and 3 years’ experience earned her the CFP® designation, the most recognized in the industry.
Mary is passionate about educating her clients and community members who are interested in learning more about personal finance, investments and retirement planning. She has participated in the Financial Planning Association’s “Financial Planning Week” by presenting various topics at local libraries. Additionally, she has held free workshops on such topics as Financial Basics, IRAs, Retirement Planning, and Long-Term Care Insurance.
Prior to her financial planning career, Mary worked in the Information Technology industry for over 20 years as a sales support engineer and national product marketing manager, during which her personal investment experiences fostered her interest in the services she now provides.
Mary has been cited in the Chicago Tribune, Business Week; The Wall Street Journal and The New York Times in articles dealing with little-used tax credits, to gold and Roth IRAs.
As a member of the National Association of Personal Financial Advisors (NAPFA) Mary is a leader in the Chicago-area study group, organizing local meetings and coordinating speakers for timely topics. Mary participates in the knowledge-sharing opportunities and continuing education conferences available.
Mary is a member of the Board of Directors at the Lindenhurst/Lake Villa chamber of commerce and a member of the Village of Gurnee Chamber of Commerce.
If you have any questions, please don’t hesitate to contact us.
Mary Erl at Mary@NestBuilderFinancial.com or call (847) 855-4483.