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Mary Salas, CPA, PFS

Mary Salas, CPA, PFS

Director, Wealth Management & Planning

Mary Salas has been in the financial services industry for over two decades. Since 2004, Mary has served as an advisor and financial planner supporting individuals, families and business owners. Throughout her career, she has worked at several different firms including Banc One Private Banking/Securities, Prudential Financial, Ryan, Gunsauls & O’Donnell Wealth Management and RGO Financial Advisors. Mary has also held roles as a commercial real estate lender/manager, asset manager and mortgage banker. In 2016, Mary and Doug Barr founded Peak Wealth Strategies, which was acquired by Wealthspring in 2024.

Mary helps her clients prioritize their financial goals and maximize the probability of financial success. She works with her clients to organize their financial records to meet their needs, analyze contribution, investment and withdrawal strategies for retirement, and help protect clients against risk.

Mary is a member of the American Institute of Certified Public Accountants, Colorado Society of Certified Public Accountants and CREW-Denver (Commercial Real Estate Women). She holds a Bachelor of Arts degree from Carroll University in Waukesha, Wisconsin where she completed a French major and accounting minor. She has also completed post-graduate work in the Master of Science program in the School of Business Administration at the University of Wisconsin-Milwaukee and in the Master of Accounting Science program at the University of Illinois-Urbana.

In her free time, Mary enjoys writing unpublished short stories, exercising her arms (especially with a wine glass in her hand), and treasures reading a good book (fiction and non-fiction).

Check out Mary Salas on BrokerCheck

Designations

Certified Public Accountant (CPA), Personal Financial Specialist (PFS)

Licenses

FINRA Series 7, FINRA Series 66
Life, health, disability and long-term care insurance licenses in Colorado