Our Team

Our team approach adds perspective to all we do and provides increased benefits to our clients.
Meet Our Team
Mary Puzak
Wealth Advisor
Mary began her career in the financial industry in 1987 with a background that evolved into tax and financial planning. At a very young age, she began working in her family’s business, preparing payroll and payroll taxes. This...
Jared Wegley
Wealth Advisor
Jared Wegley attended Penn State University where he obtained a Bachelor of Accounting degree. Jared began his career in public accounting at PricewaterhouseCoopers where he gained extensive knowledge of company financial statements...
Alison Wegley
Enrolled Agent / Insurance Advisor
Alison (Haidze) Wegley, is a life-long Western Pennsylvania resident, and is dedicated to all things family, health, and community. She was born and raised in Lower Burrell, and attended the University of Pittsburgh, Oakland to study...
Justin Wegley, Certified Public Accountant (CPA)
Wealth Advisor
Justin is a graduate of Penn State University, Smeal College of Business with 20+ years of diverse finance and accounting experience in the public and corporate industries. Justin began his career in public accounting with Grant...