Mary Lago, CFP®, CTFA
Chief Wealth Strategist
Principal
Mary Lago, CFP®, CTFA, joined Ferguson Wellman in 2015 and is chief wealth strategist and principal of the firm. She is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and adheres to a disciplined approach and process to fully understand her clients’ goals and then provide the best financial and investment counsel. Mary is also a Certified Trust and Fiduciary Advisor (CTFA) and has an extensive background in trust administration and asset protection. Mary serves individual and institutional clients concentrated in Portland, Medford, Seattle and Bend. She is a member of the firm’s wealth management committee, management team and practice management committee, and is a principal shareholder of the firm.
As a certified trust and financial advisor with over 20 years of wealth management experience, Mary is a valued resource for individual and multigenerational family clients regarding investment, planning, and trust/estate matters. She also advises charitable organizations on endowment management and planned giving techniques.
Prior to joining the firm, she worked as a vice president and Oregon region manager for Washington Trust Bank in its wealth management and advisory services division. Mary previously worked for Union Bank and First Republic Bank in their private bank and trust divisions. She received her B.S. in business administration from Linfield University where she graduated Magna Cum Laude.
Mary currently serves on the board of the Oregon Health & Science University (OHSU) Foundation, the OHSU Nominating and Engagement Committee, the OHSU Gift Planning Committee and the OHSU Center for Ethics in Health Care Steering Committee. She is also chair and board member for Albertina Kerr Centers Foundation. She recently concluded her term as president of the Estate Planning Council of Portland, and previously served as co-chair of the Community Promise Campaign. She was recognized by the Portland Business Journal in 2013 as one of Portland’s “Forty Under 40” and in 2018 as a “Woman of Influence.” She was also awarded the Joyce Manougian Lifetime Achievement Award by Albertina Kerr Centers in 2019.
In her free time, Mary and her husband enjoy spending time with their daughter, water sports and cooking.