All team
Mary Wagner
Wealth Management Specialist
Mary brings over a decade of experience as an administrative assistant to the firm, providing support and personalized service to clients.
Away from the office
She enjoys traveling, embracing the lake life, and channeling her creativity into designing landscapes. Her greatest joy comes from spending quality time with her family.
Imagine the Possibilities
What could your wealth make possible?
A first conversation costs nothing and commits you to nothing. We will talk about where you are, what you want, and whether we are the right fit. If we are not, we will tell you.