Mary Anne Ehlert

CFP® | Partner

Lincolnshire, IL 60069

Mary Anne Ehlert

CFP® | Partner
Forum Financial Partner Mary Anne Ehlert

THE DETAILS

Mary Anne Ehlert works with clients who seek an advocate who will listen and provide compassionate support to navigate complex planning situations. Mary Anne’s clients include professionals, business owners, widows and widowers, divorced women and families with an individual with a disability. Previously, she spent 18 years in senior management positions in the banking industry.

Protected Tomorrows, the special needs division of her practice, helps families plan a safe and fulfilling life for loved ones with special needs. An advocate for special-needs families, Mary Anne has appeared in many publications and travels extensively to speak at local and national conferences. She serves on the boards and committees of several organizations, including the board of directors of Special Olympics Illinois Foundation, the advisory board of Integrative Touch for Kids in Tucson, the board of directors of the Cornelia de Lange Syndrome Foundation and the advisory board of Tails for Life in Wisconsin. Mary Anne is a CERTIFIED FINANCIAL PLANNER™ professional. She studied business administration at Loyola University Chicago. She is author of The Gift I Was Given and one of the contributing authors in Madam President: How to Think and Act Like a Leader.

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