Office Manager (ret.)

Mary McPherson

Mary received her Bachelor’s degree in Computer Mathematics from CSU, Northridge in 1986. A life-long learner, Mary has had several careers including a programmer at Computer Sciences Corporation, an Instructor of Remedial Mathematics at CSUN and most recently, an insurance broker. Mary’s most rewarding position has been founding and operating The Amanda McPherson Foundation, a non-profit started in memory of her daughter Amanda who suddenly passed in 2003.

Mary resides in Simi Valley with her husband and business partner Phil. They are the proud parents of Krista, who earned her Bachelor’s and Master’s degrees at USC and is a manager at ESRI in Redlands. Mary joined the team in 2018 after many years as a client. She wants to use her experience, empathy, and compassion to assist our clients with their estate planning needs.