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Mary Ostien, CFP®

Investment Analyst

Mary joined HFA in 2017 as a member of the Investment Management team. She is responsible for making investment recommendations in HFA client portfolios in accordance with the investment objectives and parameters defined by the client. Mary is also involved in servicing the 401k clients that HFA has, providing support, training and enrollment meetings.

She was with Villanova Financial Services from 2011 through 2017.  She worked as a project manager with a focus on managing and updating CRM systems and providing updates for the firm regarding compliance requirements. 

Mary has over 20 years of experience in the financial marketing industry.  She started her career as a customer service representative. Over the course of her career she held several positions some of which include customer service manager, bank wholesaler and trainer, Director of Training and Continuing Education, and Assistant Vice President of Advanced Markets where her focus was on data mining, compliance and advanced product marketing.

Mary and her husband Steve have a son Eric.  She enjoys spending time with her family skiing, or at the Jersey shore.   She also enjoys being active in her community, including working as an election clerk for Chester County.

Tell me and I forget. Teach me and I remember. Involve me and I learn.

Estate Planning

July 20, 2017 / Hoover Financial Advisors

Should I Add a Joint Owner to my Financial Accounts?

The below article was written by Douglas Kaune, Esquire. Doug is an estate planning attorney practicing with Unruh, Turner, Burke & Frees. At HFA, our advisors review this question with clients often and we […]

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