Resonant Capital Advisors, LLC (“Resonant”) is an SEC registered investment adviser located in Madison, Wisconsin. This communication is limited to the dissemination of general information and, accordingly, should not be construed, in any manner whatsoever, as a substitute for personalized individual advice from Resonant.
This communication contains certain forward‐looking statements (which may be signaled by words such as “believe,” “expect” or “anticipate”) which indicate future possibilities. Due to known and unknown risks, other uncertainties and factors, actual results may differ materially from the expectations portrayed in such forward‐looking statements. As such, there is no guarantee that the views and opinions expressed in this communication will come to pass. Investing involves risk, including risk of loss.
This communication may also discuss and display charts, graphs, and formulas which are not intended to be used by themselves to determine which securities to buy or sell, or when to buy or sell them. Such charts and graphs offer limited information and should not be used on their own to make investment decisions.
Although all information provided in this communication is gathered from sources deemed to be reliable, we cannot guarantee the completeness or accuracy of such information. The information should not be regarded as a complete analysis of any subject discussed. All opinions included constitute the authors’ judgment as of the date of this communication and are subject to change without notice.
For additional information about Resonant, please request our disclosure brochure as set forth on Form ADV or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). Please read the disclosure statement carefully.
Mary Fredrick, CPA, is the Tax Manager & Client Service Coordinator at Resonant Capital Advisors. Mary joins the firm with 25 years of experience in public accounting and real estate development taxation and consolidated financial statement preparation.
She brings extensive tax experience to her role that will add to Resonant’s advice in financial planning areas as the firm continues to expand.
Mary’s previous roles include nearly 7 years at Continental Properties, where she served as Tax Director and Corporate Accountant and helped lead the expansion of the firm's tax department as the company went through a period of rapid growth. Mary also has previous experience as a Tax Director and Tax Manager at several accounting firms.
A native of Illinois, Mary graduated from Marquette University with a degree in accounting prior to acquiring a Master of Science in Taxation (MST). Mary lives in Oconomowoc and enjoys traveling the world and visiting her children, Caila (Andy) and Chase (Jackie), in her free time.
