Mary Kay Meier

Focus Areas

Comprehensive Financial Planning

Tax Planning

Retirement Planning

About the Financial Advisor

Mary Kay began her career in accounting in 1975.  At that time, she and her late husband Jerry, also an accountant, set up their own small business and began Meier Accounting in Sauk Centre, MN.  She later became an Enrolled Agent and an Accredited Tax Advisor.  This business continues to thrive today as Winters, Meier, and Larson, LLC. 

Mary Kay focuses on serving her clients in Alexandria, MN. 

She serves her clients by helping them identify their goals, concerns, and dreams. Mary Kay listens with care and respect and uses her experience to create a comprehensive plan to build and preserve their wealth.  She takes a “holistic” approach to the process of financial planning and will act with honesty and integrity to meet her client’s wealth care needs.   

 

Education and Designations

• St. Cloud Area Vocational College, Graduated, Accounting Program with honors 
• Financial Advisor, Accountant, Enrolled Agent, & Accredited Tax Advisor 
• Series 6, 63, & 7 licenses
• Member of the Sauk Centre Lions Club, Assistant Treasurer 
• Member of the Fairy Lake Association, Treasurer 
• Member of the Sauk Centre Conservation Club, Gambling Manager 
• Member of St. Paul’s Church Finance Committee 

Personal Life

Mary Kay recently built a “mother’s apartment” at her lake house in Sauk Centre.  Her son Jeremy, his wife Signe, and their children Emma 3 and Jack 1 live in the main house.  It is very busy! Her daughter Kristi, her husband Cory, and their children Kenna, Keaton, and Cannon live in Sartell.  She enjoys following the grandkids in Band, Choir, Baseball, Football, Wrestling, Scouts, and many school activities.  This fills her life with happiness.