Mary R. Salas,
CPA, PFS

Business Mission as a Fiduciary

• To provide a safety net for downside risk protection in your portfolio, in your cash flow, and in the distribution of your assets during your lifetime and thereafter
• To help you organize  your financial records to fit your needs--- and then help you keep them organized
• To help you prioritize your financial goals and maximize the probability of success in meeting those goals using alternative scenarios
• To compare opportunity costs and timing of fund withdrawals (short term, intermediate term, long term) for living now and for years to come
• To serve as an enthusiastic and thoughtful member of your personal financial team
• To analyze contribution and investment strategies pre- and post-retirement, withdrawal strategies during retirement, and 50 ways to leave … Uncle Sam out of your estate

Business Experience

• Financial planner/advisor since 2004 for individuals, families and business owners for Banc One Private Banking/Securities; Prudential Financial; Ryan, Gunsauls & O’Donnell Wealth Management/RGO Financial Advisors since 2009; merging with I.M. Wealth Care in 2013, and later forming  Peak Wealth Strategies with Doug Barr in 2016
• Eighteen years as commercial real estate lender/manager, asset manager, or mortgage banker with Northwestern Mutual Life, Northland Financial/NorthMarq, Mutual of New York/AXA, and Bank One Real Estate

Credentials and Education

• Certified Public Account (CPA) in State of Colorado, license #28769 and State of Wisconsin, license #9670
• Personal Financial Services (PFS) awarded by the AICPA
• Passed the FINRA Series 7 and Series 66 exams
• Investment Adviser Representative of Peak Wealth Strategies
• Life, health, disability and long-term care insurance licenses
• 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
• Bachelor of Arts degree (magna cum laude), French major, Accounting minor, Carroll University, Waukesha, Wisconsin

Professional Memberships

• American Institute of Certified Public Accountants
• Colorado Society of Certified Public Accountants
• CREW-Denver (Commercial Real Estate Women)

Fun Facts

• Enjoys writing unpublished short stories
• Delights in exercising her arms (especially with a wine glass in her hand)
• Treasures a good book (fiction and non-fiction), usually several at the same time