Mary Kozar
Professional Affiliations
  • Financial Planning Association® (FPA®)
  • Society of Financial Service ProfessionalsTM
Professional Credentials, Recognition, & Education
  • FINRA Series 6 Registration
  • Life, Accident, and Health Insurance Licensed
  • Notary Public
  • BBA in Finance from Cleveland State University
"I've got this."

For over 30 years, Mary's called Capital Advisors home – and her experience runs deep. She wears many hats at the firm, including serving as the head of HR as well as the point person for insurance new business processing and servicing. As a senior analyst, her main responsibility is our clients: getting to know their point-of-view so she can offer sound advice on financial and estate planning.

"Ignore the hype."

Whether it's the pressure of the deadline – or the latest trend in the market – Mary thrives on the pace of the industry. She tackles the pressure with a philosophy that's part of life at Capital Advisors: plan for the long-term and ignore news media hype. She's highly skilled at keeping emotions in-check when it comes to financial planning – so logical decisions rise to the surface.

"Just look outside."

Mary isn't afraid to change course when needed, and it's a skill she's perfected both in and out of the office. Whether she's kayaking with her family, exploring a National Park in the off-season – or weighing the merits of an investment – she looks at a challenge from all angles.