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Mary Gast

Mary Gast

Managing Director

Born in Wausau, and spending her entire life with the good hard working people of central Wisconsin, her core values are trust, self-reliance, responsibility and helping others. Married over 30 years she enjoys spending time with husband Larry, her 2 cats and with extended family and friends, being outdoors, gardening and bicycling.

After 20 years with a large commercial insurance company, she wanted to work more closely with individual families and small businesses, to educate them in plain language on the options and possibilities they have to DESIGN, GROW and PROTECT their own personal economies. Her focus is in guiding clients through financial changes in life, including marriage, children, job changes, college, insurance protection, retirement and legacy planning which she finds very rewarding.

Her philosophy: "To build trusted lifetime relationships, partnering with my clients to offer an objective, holistic and educational approach. Helping families define their individual goals and then guiding them through the financial changes and challenges that arise along the way."