Meet Our Team

Our team of professionals is led by Mary E. Gilligan, Esq., who has decades of planning and wealth management experience. Our close-knit team provides deep knowledge, unique investment insights and a high level of service. We foster a culture of teamwork and seamlessly integrate the talents and perspectives of your estate attorney, accountant, investment managers, and other professionals through proactive oversight and effective communication.

Mary E. Gilligan, Esq.


As founder of MG Financial, Mary has been providing financial planning and consulting services to high-net-worth individuals and families since 1984. While Mary believes financial planning requires an adept generalist's approach to many disciplines, she often acts as a specialist in asset allocation, investment and manager selection, diversifying from low-cost basis asset(s), corporate insider regulations, estate planning and charitable giving strategies.

Kate E. Chilson

Vice President - Client Services

Katie works directly with clients helping to implement their investment strategies, manage their cash flow needs and review all other aspects of their long-term wealth plan. Katie has specific expertise in estate planning and charitable giving strategies as well as working with multi-generational family members.

Carol A. Thomas

Vice President – Operations

Carol manages the operations team responsible for reconciliation and reporting on all client accounts. In addition, she works directly with clients on special projects, including a variety of analysis for client businesses, as well as oversight of private equity and venture investments.