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As a world traveler who has a wide background in philosophy, public health, and business, Mallory brings fresh energy and unique perspective to all her work at FP Transitions.

Mallory was born and raised in Oregon, just a few minutes from our FPoffices. She headed to the east coast to establish a strong foundation in education, earning Bachelor of Arts in philosophy from Wake Forest University and a Master of Public Health from the University of Maryland School of Medicine.


Throughout her career, Mallory has been driven by a commitment to helping people. She worked as an infectious disease researcher and epidemiologist in Baltimore and ran a large neonatology research consortium in San Diego. Earning an MBA from Oregon Health and Science University helped pivot her focus from being a scientist to becoming a business leader. Mallory was drawn to FP Transitions by two things: our culture of intellectual curiosity and our emphasis on building relationships.


As a consultant for our Enterprise Consulting Team, she and her consulting partners work with clients who are starting out in the Strategic Assessment phaseShe then providecontinuity and guidance as clients move through the various phases of their engagements with FPT. Mallory gets excited about solving the puzzle that lies at the heart of each individual advisor’s or practice’s business problem. From there, she personalizes her approach to deliver the services they need while building a relationship that helps to support their success.


When Mallory isn’t working with our advisors, you’ll usually find her spending time with her husband, who is a naval officer, and their three small children. Her sense of adventure and eagerness to explore new places has led her to skydive in the Swiss Alps, motor canoe through the Ecuadorian jungle, and road-trip from northeast Maine to San DiegoNever one to back down from a challenge, she ran the 10-mile road race from Paris to Versailles twice. Oh, and she was five months pregnant both times.

Webcasts & Resources


Exploring Continuity vs. Succession Planning