Mary Small
Financial Consultant
With over 35+ years of experience, Mary Small is a seasoned Senior Insurance Advisor and the co-founder of L&M Financial. Throughout her career, Mary has remained steadfast in her mission to help individuals and families navigate their financial journeys with protection strategies tailored to their unique needs.
Mary’s expertise lies in creating comprehensive solutions that address life’s most critical uncertainties. Her approach is both empathetic and strategic ensuring every client feels heard, supported, and empowered with knowledge that fuels informed decisions.
Areas of Specialization
- Life Insurance Planning: Securing your family’s financial future with personalized life coverage options.
- Disability Insurance: Protecting income against unexpected events and ensuring stability in difficult times.
- Long-Term Care Insurance: Preparing for the rising costs of aging with dignity and foresight.
- Health Insurance: Offering guidance on individual, family, and supplemental health insurance solutions.
Mary’s strength lies in her ability to simplify complex financial matters, offering compassionate support and clear direction. She believes in education as a tool for empowerment helping clients truly understand their coverage, its value, and how it fits into their bigger financial picture.
Educational Background
- Bachelor of Science in Communication and Media Studies – DePaul University
- Life and Health insurance licensed - working with clients on their life, health, long term care & disability insurance.
- Serves clients across Illinois and other states through L&M Financial’s extended licensure network
Mary’s communication expertise enhances her ability to translate intricate concepts into meaningful, actionable insights. Her calm demeanor, clarity of thought, and sincerity in service make her a trusted advisor for families, retirees, and professionals alike.
Professional Credentials:
- Hoffman Estates Chamber of Commerce since 2015
- HESN- Hoffman Estates Solutions Network
- L&M Financial Services, Inc nominee for Small Business of the Year 2023 & 2024
- Small Business of the Year nominee Bloomingdale Chamber 2025
- BAWIB (Bloomingdale area women in business)
- WBB (Women Building Business) founding member
- NAIPC (National Aging in Place Council)-member
- Committee for the Alzheimer’s Walk Northwest Suburban 2023, 2024, and 2025
- Member of NAIPC-National Aging in Place Council
A Holistic Approach to Life & Financial Planning:
Mary’s passion for helping others extends beyond her role at L&M Financial. She is an active member of National Aging in Place Council. The NAIPC organization allows for connections for all things that Seniors need. Advising families on financial strategies for one of life’s biggest expenses in retirement-Long Term Care. Her involvement underscores her belief in long-term, life-stage-based planning that evolves with her clients’ goals.
Family, Wellness & Community
Mary lives in Bloomingdale with husband Jon. Her daughter lives in Alaska and her son lives in Elk Grove Village, IL. She finds joy in spending time with family, engaging in physical wellness, and giving back to causes that matter.
- Avid yoga practitioner
- Youth sports coach
- Participant in the 3-Day Breast Cancer Walk, showcasing her commitment to health and advocacy
- Supporter of community wellness and women’s empowerment initiatives
- On the committee and a participant in the Northwest Suburban Alzheimer’s Walk.
Whether she’s building a protection plan or helping individuals prepare for retirement, Mary is known for her integrity, warmth, and deep understanding of what it means to care for others not just professionally, but personally.
Your Advocate for a Confident Tomorrow
Mary’s philosophy is simple: true financial wellness is about more than numbers it’s about peace of mind. With every interaction, she aims to create clarity, security, and a sense of partnership that lasts a lifetime.
When you work with Mary Small, you gain more than a financial advisor you gain a trusted partner who is genuinely invested in your life, your goals, and your future.