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Our Team

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Mary Puzak

Mary Puzak

Wealth Advisor

724.519.8297 ext. 1

mary.puzak@lpl.com

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...

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Jared Wegley

Jared Wegley

Wealth Advisor

724.519.8297 ext. 2

jared.wegley@lpl.com

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...

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Alison  Wegley

Alison Wegley

Enrolled Agent / Insurance Advisor

724.519.8297 ext. 3

alison.wegley@lpl.com

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...

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Justin Wegley

Justin Wegley, Certified Public Accountant (CPA)

Wealth Advisor

724.519.8297 ext. 4

justin.wegley@lpl.com

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...

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Contact

Office: 724-519-8297

Toll-Free: 412-897-9660

4495 Old William Penn Hwy

Murrysville, PA 15668

jared.wegley@lpl.com

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Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Tax related services offered through Puzak Wegley Tax Services DBA Puzak Wegley Financial. Puzak Wegley Tax Services and Puzak Wegley Financial are separate legal entities and not affiliated with LPL Financial. LPL Financial does not offer tax advice or tax related services.

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