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Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Mary Wagner, AIF®

Managing Partner

(610) 880-8997

(610) 880-8999

Mary.Wagner@valleycreekadvisors.com

Mary Wagner is the Managing Partner of our team of Investment Representatives at Valley Creek Advisors. With over 25 years of experience in the banking, financial planning and investment field, she has extensive knowledge in asset...

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Tracy Wilfong-Leahy

Executive Assistant

(610) 880-8997

(610) 880-8999

Tracy.Wilfong-Leahy@valleycreekadvisors.com

Tracy Wilfong-Leahy is the Executive Assistant to Mary Wagner. Tracy has been working directly with the team since 2008 providing client service and administrative support. She brings over 35 years of experience in...

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Maya Sthalekar

Executive Assistant

(610) 880-8997

(610) 880-8999

Maya.Sthalekar@valleycreekadvisors.com

Maya has over 35 years of experience serving the banking, lending and investment needs of individuals, families and businesses in the Philadelphia area. Maya enjoys working with clients to gain a comprehensive view of their unique...

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