Mary Foster
Outsourced Family Office Specialist
Years of Experience:
Educational Background
- University of Nebraska—Lincoln
BS, Business Administration and Finance - Jesus College at the University of Oxford, U.K.
Economics
Community Involvement
Other Notable Information
- Mary’s dedication to personalized service makes her stand out as an Outsourced Family Office Specialist. She focuses on building strong relationships with clients, understanding their unique needs, family dynamics, and long-term goals, and helping deliver tailored wealth management solutions.
- Mary studied business administration, finance, entrepreneurship, and economics at the University of Nebraska–Lincoln and abroad, which has provided her with a solid foundation to serve her clients effectively.
- Outside of her career, Mary is passionate about financial literacy and volunteers in middle and high school classrooms to help students develop critical financial skills. She believes in the power of financial education and strives to empower the next generation with the knowledge they need to succeed.
- A proud Omaha native, Mary actively contributes to her local community, supporting organizations like the Junior League of Omaha, the Omaha Fashion Guild and the Omaha Symphony Orchestra. In her free time, she enjoys golfing, reading and cooking.
Personal Q&A
What quality/qualities make you stand out to your clients or coworkers?
My dedication to personalized service helps me stand out as a Client Relationship Specialist. Our clients are often looking for more than just financial expertise—they want someone who takes the time to understand their unique needs, family dynamics and long-term goals. My ability to build trust through deep relationships and my commitment to discretion and attention to detail are likely key reasons clients choose to work with us. They value my ability to offer tailored, comprehensive strategies that align with their values and aspirations.
What do you consider your biggest accomplishment at Private Wealth?
That has to be the trusted relationships I’ve built with our clients and the positive impact I’ve had on their lives. Whether it’s guiding a family through multi-generational wealth planning or creating a strategy that helps them achieve a long-term dream, I take so much pride in knowing that I’ve been a part of their journey to success.
Where are you from? Where did you grow up?
Omaha, Nebraska
What are your hobbies or favorite things to do in your free time?
Golfing, reading, cooking
Favorite TV show, movie, or band?
I love Taylor Swift.
What motivates you or makes you happiest in your role?
The genuine connections I get to form with clients. It’s not just about numbers—it’s about being there for big life moments, celebrations, and even challenges. Whether it’s helping clients achieve a dream or guiding them through a complex situation, I’m here to ensure they feel supported and confident every step of the way. Those relationships and the joy of making someone’s life easier is what makes me love what I do!
What is the best piece of financial advice you ever received?
“Start planning early—your future self will thank you.” It’s easy to keep putting financial and estate planning off till later, but nothing beats the sense of security and relief knowing that you have a plan and that your future and your family’s future is protected.
Where is the coolest place you’ve ever visited, or want to visit?
My favorite place to travel to is Greece.
Favorite Food?
Chocolate Chip Pancakes
Tell us about your family, pet(s) or give a fun fact about yourself!
I have two miniature Chihuahuas.