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 knowledge developed into a profession, which was the foundation of Puzak Wegley Financial services.
Before obtaining her Financial Industry Regulatory Authority (FINRA) licenses, Mary owned and operated a personal care home. This experience further developed her passion for helping others, especially those in the senior sector, which led Mary to expand into financial advisory. In addition to 34+ years of experience in the financial industry, Mary currently holds the FINRA Series 6, 63, and 65 Investment Advisor Representative registrations through LPL Financial. She is also insurance licensed.
Mary enjoys assisting clients in developing their estate plan strategies by helping to preserve their wealth to pass on through their estate to loved ones and to the charities that they care about. She believes building a relationship and friendship with her clients and their families is not only rewarding, but very important. Mary particularly likes hearing people’s life stories and how they have achieved their goals so far.