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Mary Prebish

Financial Planner




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Mary is a thoughtful and experienced financial planner who specializes in asset management and wealth preservation. When developing personal financial plans for her clients, Mary takes a detailed yet practical approach to help her clients grow their wealth and attain their financial goals and objectives. She recognizes the importance of proper tax and estate planning as part of a comprehensive financial plan, and works well with attorneys and accountants to ensure that each aspect of her clients’ planning is properly implemented. Mary understands that all families are unique, and she enjoys working closely with her clients to address all of their needs, including planning for children, retirement, business succession, charitable giving and all other special situations and life events.