About Us
Founder, Mary Deutsch’s first priority is to take care of her clients and provide them with exceptional customer service. Every day, she gets to help people plan for their retirement, so it’s not hard for her to love what she does. To meet the rising demand for her honest approach and direct financial guidance, she has expanded from Chicago to several suburbs and surrounding areas of Illinois.
Who We Are
About MTD Financial
Mary Deutsch
Mary Deutsch grew up on a dairy farm in Sycamore, Illinois, where she learned the value of a work ethic, integrity, passion, and commitment to excellence. For Mary, after many years of milking cows at 4 AM, baling hay, driving tractors, and helping with chores, being in the “working world” seems easy! She realized that the majority of people are unwilling to make the sacrifices necessary to realize their true potential.
From an early age, her father taught her the value of keeping your finances in order: He kept “IOU” post-it notes so she’d at some point have to pay for everything bought for her. Needless to say, Mary learned the value of money quickly. She won’t stand for losing money, nor for other people losing their own hard-earned savings.
Mary’s experience plays a large part in her education. Mary has been serving clients since 2014. Her background and experience include finance, sales, management, and marketing. Always having a head for finance, she ran 2 separate independent businesses before the age of 21. She went to college for two years, and although she excelled (a 3.7 overall GPA), Mary eventually decided to start her own financial business and focus primarily on courses to become licensed and to maintain licensing requirements. She decided to go into this industry because it was a chance to make a real difference in people’s lives.
When she founded MTD Financial, she had three basic principles in mind: Keep her clients’ money safe, help them see a reasonable return, and keep retirement strategies simple. For example: You don’t need a 20-30% return if you don’t lose half your money. MTD Financial’s goal is to help people stretch their money further through retirement, by protecting what they already have, and reducing their taxes and fees.
She considers MTD Financial different from many companies in her industry, due to her work ethic and proactivity about reaching out to clients and keeping them updated. One of the most common things she hears from clients is that they got an account from a different financial advisor, but never heard back from them. Obviously, this will not happen with clients of MTD Financial.
Mary's awards and accolades include:
- 30 Under 30
- Revolution 10 Million Dollar Club each year from 2016 to present
- Revolution Lifetime 100 Million Dollar Club
- Recognized by American Equity Million Dollar Club in 2015, 2016, 2021, 2022, 2023
- Recognized as A-list top producer by Allianz each year 2014 to present
- Qualified for Million Dollar Round Table each year since 2015
- 130M of Assets Under Management
- Certified Member of the National Ethics Association
- A perfect rating with the Better Business Bureau
Mary Deutsch, with her experience, background, and capacity to help people, is more than happy to share her knowledge with clients, both current and prospective. It is common to see her teaching and presenting to others in her field.
On a more personal note: Mary currently lives in Chicago with her partner, Joe. They don’t have any children of their own but do sponsor 3 children in Kenya. She’s a 3-time published author, two of which were children’s books.
Christine Deutsch
Office Manager
Christine Deutsch began working with MTD Financial in 2022. Chris is the Office Manager. This entails overseeing new and existing client accounts, preparing annual client reviews, and transferring of clients’ money, among other things.
Chris enjoys her work at MTD Financial as it gives her the opportunity to help other people. She appreciates that the firm values honesty and integrity, and has a client-first approach. Chris could be described as honest, helpful, warm, friendly, patient, and hard-working.
Christine’s education mainly came from practice. She has worked in client services before, in fact, she worked in Client Services and Marketing for R. R. Donnelley for around 35 years.
Family is extremely important to Chris. She grew up in a large family on a farm (where she gets her excellent work ethic from) and now is married with four children and four grandchildren.
Luke Nennig
Business Processing Specialist
Joe Schaefer
Chief Operating Officer (COO)
Joe is Mary’s husband and the Chief Operating Officer (COO) of MTD Financial. He started part-time as MTD Financial’s tech specialist in 2022 and then moved to the full-time role of COO in late 2023. Joe does what he can to help grow the business, searching for opportunities to streamline our processes and do what we do more efficiently. He’s caring, empathetic, and always willing to listen, with a sense of humor about him. And, he loves solving problems. He has a B.S. in Industrial Technology with an emphasis in Process Efficiency and Lean Manufacturing from Purdue University. Prior to deciding to partner with Mary, he spent 15 years at AT&T working in various Marketing and Management organizations. When not working, Joe loves watching Formula 1 or his favorite Wisconsin sports teams, working out, golfing, skiing, and spending time with Mary.
Madeline Schaefer
Director of Scheduling and Events
Madeline began working at MTD Financial in 2024 and is the Director of Scheduling and Events. Her responsibilities include scheduling Mary’s client appointments and making preparations for upcoming seminar events. She has a passion for event planning, and enjoys the work that she does here not only because she gets to work alongside family (she’s Joe’s sister & Mary’s sister-in-law), but also because of her appreciation for planning and organization. Madeline is honest, caring, outgoing, and well-organized. She attended the University of Wisconsin–Whitewater and graduated with a BA in Communications in 2019. Prior to graduation, Madeline held two different internships focused on event planning and recruiting efforts, respectively. Just before she began working with us, she worked as a relocation counselor, assisting employees and their families in the transition to new homes. When not working, Madeline enjoys spending time with family and friends, or checking out new places to eat around Milwaukee. She also has a kitten named Penny.
