Mary Yeager

Mary Yeager is an Associate at Koshinski Asset Management, Inc., operating through IPI Wealth Management in Decatur, Illinois. In her current role, she provides accounting support and plays an integral part in client service operations for individual and small business portfolios.

Her responsibilities focus on the accounting and administrative components of investment advisory services, collaborating with financial advisors to maintain accurate records and ensure regulatory compliance. While not listed as a licensed advisor, Mary aids in back-office functions that underpin portfolio management and investment selection processes.

Mary’s professional experience centers on operations and accounting within the wealth management sector, supporting a broad range of client types and investment accounts. Although her direct investment focus areas are not specified in public records, her work supports advisory teams serving diverse asset classes including equities, fixed income, and retirement accounts associated with IPI Wealth Management and Koshinski Asset Management. No education credentials or individual industry honors are published in available sources.