Meet Mary

J Leichty 1

Mary Grimmer


SPECIALTIES | Individual Tax, Gift Tax, Trust & Estate Tax

LICENSURE | Enrolled Agent

EDUCATION | Indiana University South Bend

WORKING AT INSIGHT | Mary says one of the best parts about working at IAG is she can obtain both work and life balance. She loves working with her clients on tax planning and working with them and their financial advisors throughout the year. She admires that IAG strives for excellence. 

CORE VALUES | Mary says the core values of RELATIONSHIPS and TRUST are her favorites. She believes this highlights what IAG is all about. Together IAG creates trustworthy relationships with its clients, which motivates them to deliver excellent results.

SPARE TIME | When not working, Mary enjoys spending time with her family and friends traveling, and camping.