Financial / Investment / Strategic Planning / Estate Planning / Retirement Planning
As an Oro Valley neighbor, Mary Kay Kirgis helps people manage their personal bill-paying, reviews credit card and bank statements for accuracy, and organizes insurance and all other financial paperwork in their homes.
She can assist clients with bill paying, the accurate and verified reconciliation of credit card and bank statements, organization of financial records, support for internet profiles and transactions, insurance and health care billing, and fraud protection support.
Oro Valley Daily Money Manager helps seniors, people in transition, people with disabilities, busy professionals and small business owners.
Oro Valley has been Mary Kay’s home for 25 years. Upon graduation from the University of Missouri-Columbia, Mary Kay launched her management career in the hospitality industry, which proved a perfect blend of accounting skills with hospitality and guest services. This suited her personality.
As a result of her money management skills, her family members all turned to her for assistance with their financial questions, which included experience in assisting her aging parents and her disabled brother with their unique circumstances. She has also been the business manager for a small, family-owned restaurant business.
As a Daily Money Manager, Mary Kay will use her varied background in hospitality, problem solving and accounting functions to provide clarity, accuracy and competency to your personal affairs.