We help you Connect Your Money To Your Life TM,
so you can devote yourself to living the life you dream and design.

Mary Wingfield

Mary Wingfield

Accounting Manager

Mary has been working in an administrative support role for more than 20 years and plays an intricate role at Lofy Group.

Her day includes managing a myriad of activities, which she handles expertly and with her calm, measured, and up-beat demeanor.  Her genuine care for Lofy Group clients and staff is evident to all.

Mary’s responsibilities include:

  • Processing all accounts payable
  • Receiving and processing all accounts receivable
  • Receiving and processing LPL Financial deposits
  • Processing credit card payments
  • Performing bank and credit card reconciliations
  • Maintaining banking relations
  • Preparing Client invoices
  • Witnessing and/or notarizing Client documents
  • Handling Special Projects

Mary enjoys spending her free time with her husband, son and daughter, and adorable grandchildren.  Her favorite pastimes include gardening, walking, listening to music, taking scenic day trips to experience the beautiful state of Arizona, and following her favorite sports teams (Go Cards!).