Mara Shaughnessy serves as an Administrative Assistant with Heath Wealth Management, LLC. Mara graduated with a B.A. from the University of South Florida and a Juris Doctorate(Doctor of Law) from Barry University.
Mara is focused on helping families and businesses with their estate considerations and beneficiary reviews. She believes that having a plan in place for what happens if you pass away or become incapacitated is an integral part of a holistic financial plan. Estate planning begins with beneficiary designations and builds from there. Everyone’s situation is different and Mara believes that your estate plan should be customized to meet your specific situation and goals.
Mara has been a licensed attorney since 2006. She currently resides in Lithia, FL with her husband Elijah. She has two adult children that are both graduates of the University of South Florida Muma College of Business. When she is not working, she enjoys spending time with her dog, Finn, college football, traveling, and wine.