President, Toole Bertz & Associates LLC
Mary Toole has three decades of experience in the financial services industry. She founded Toole Bertz & Associates LLC in 1999. The firm develops and delivers financial content that helps financial services companies, plan sponsors, wholesalers, and advisors communicate clearly. The company’s clients include T. Rowe Price, Carson Coaching Group, and United Capital Financial Services,
Prior to starting Toole Bertz & Associates, Mary was Director of Education Communications for Strong Retirement Plan Services. She helped write, deliver, and evaluate Strong’s award-winning retirement education program, Investing At Work.
Before joining Strong, Mary spent a dozen years wholesaling investment products and services (mutual funds, annuities, unit investment trusts, exchange-traded funds, and sub-account management) to financial planners and advisors for Nuveen, Govett, and MFS.
Wholesaling helped Mary develop a thorough understanding of diverse financial products and concepts, as well as the nuances of communicating with various financial services audiences. Today, one of Mary’s greatest strengths is her ability to communicate complex ideas clearly, in language that receives securities compliance approval with few changes.
Mary lives in Milwaukee, Wisconsin with her husband, Sam. They are busy acclimating to having adult children. Their oldest, Zoe, works in the wilds of Northern Wisconsin and their youngest, Colin, is studying paleontology at the University of Wisconsin, Madison. Mary enjoys reading, hiking, and theater.