Mary Berg is a Certified Public Accountant with over 11 years of experience in tax planning and compliance. Mary earned her Masters of Accounting degree with a concentration in Taxation from Kennesaw State University in Atlanta, Georgia. In 2018, she earned the Personal Financial Specialist (PFS) designation, a CPA credential showing expertise in personal financial planning and wealth management.

Before joining SteelPeak, Mary held positions with several small and mid-sized accounting firms, where she developed deep expertise in reviewing and preparing individual, business, trust, and estate tax returns, along with a passion for mentoring staff and helping preparers strengthen their technical skills. She has worked in various industries, including medical and legal practices, real estate, manufacturing, hotels, construction, investment advisors and excels at strategic planning for high-net-worth clients.

Mary resides in Santa Fe, New Mexico, with her husband and two cats. Outside of her professional endeavors, she enjoys spending time with her adult son, hiking, cooking, reading, and exploring the distinctive landscapes and geology of the Southwest.

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