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 and investments. After 7 years, he decided to leave public accounting to pursue opportunities in the Health Care industry. Jared has worked in Health Care for 12 years for both UPMC and Highmark. He has held several leadership positions within the Accounting and Finance divisions where he helped develop, plan and implement a finance strategy that aligns with the organization’s long-term strategic direction.
Jared joined Puzak Wegley Financial in 2020 to pursue his ultimate interests of personal wealth management and planning. He has always had a passion for investments and equities, and is excited to share his knowledge with clients and their families to help them pursue their financial goals.
Jared holds the Series 6, 7, 63, and 65 licenses through LPL Financial.
When not working, Jared enjoys spending time with his wife, Sarah, and their two sons, Levi and Joel. He likes vacationing at the beach with his family, BMX and golfing.