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Our Team

MAI has 23 offices around the country. Click HERE for a complete list and meet the teams in each location.

Relationship Management

Doug Andrassy, CFP®, CMT

Senior Wealth Advisor, Director

Ryan Ashley, CFP®

Senior Wealth Advisor, Managing Director

Judy August, CFP®

Wealth Advisor, Director

Justin Bass, J.D.

Sports and Entertainment Managing Director

Christopher “Biff” Baker

Senior Wealth Advisor Team Leader, Managing Director

Mike Beaulieu, CFP®, CFA

Senior Wealth Advisor & Team Leader, Managing Director

Rick Beebe

Senior Wealth Advisor, Managing Director

Jason Bell

Senior Wealth Advisor, Managing Director
Chris Brennan, CFP®, Managing Director

Chris Brennan, CFP®

Senior Wealth Advisor, Managing Director
Bill Bruns, Managing Director

Bill Bruns

Senior Wealth Advisor & Team Leader, Managing Director

Chris Buoncore

Wealth Specialist, Director
Peter Calfee, CPA, CFP, CLU, Managing Director

Peter Calfee, CPA, CFP®, CLU®

Senior Wealth Advisor, Managing Director
Tim Carneval, CPA, CFP®, Director

Tim Carneval, CPA, CFP®

Senior Wealth Advisor, Director
Bob Caron, CPWA, Director

Bob Caron, CPWA®

Senior Wealth Advisor, Director

Ryan Catanese, CPA, CFP®

Wealth Advisor, Director

Stephen Chaffin

Regional President, Senior Managing Director

Chris Chorlins, CFP®

Regional Client Service Leader, Managing Director

John Ciancibello, CPA

Senior Wealth Advisor & Team Leader, Managing Director

Philip Cole, CFP®

Regional President, Senior Managing Director
Bill Collings, CFP, Managing Director

Bill Collins, CFP®, AEP®

Senior Wealth Advisor, Managing Director

Inna Collins', CFP®

Wealth Advisor, Senior Associate

Josh Danforth, MBA, CFP®

Senior Wealth Advisor, Senior Associate
Tony Davis, Senior Associate

Tony Davis, CFP®

Wealth Advisor, Director
Leah Detwiler, CFP, CRPC, Director

Leah Detwiler, CFP®, CRPC™

Wealth Advisor, Director

John Dovich, ChFC®, CLU®

Regional President, Senior Managing Director

Michael Dvorkin

Senior Wealth Advisor, Managing Director

Matt Eiben, CPA, CFP®

Senior Wealth Advisor, Managing Director

Keola Elobt, MBA, AIF ™

MAI Retirement, Group Head

Leila Evans, CFP®

Regional President, Senior Managing Director

Mitchel Faulkner, CFP®

Wealth Advisor, Senior Associate

Suzanne Fawbush, JD

Corporate Real Estate Manager, Director

Nick Ferrari-Smith, CFP®

Wealth Advisor, Senior Associate

Tom Fitzgerald

Senior Client Advisor, Managing Director

Joe Geier, CPA

Regional President, Senior Managing Director

Patrick Gingras

Regional President, Senior Managing Director

Ryan Grazer

Senior Client Advisor, Director

Anne Marie Griffith, JD, MTax

Senior Wealth Advisor, Managing Director

Mark Haley

Senior Wealth Advisor, Managing Director

Jason Hamilton

Director of Retirement, Director

Paul Hebert

Wealth Advisor, Senior Associate

Joel Hochman, CFP®

Senior Wealth Advisor, Managing Director

Mike Ivan, JD, LL.M.

Estate Planning Specialist, Managing Director

Dexter James

Senior Wealth Advisor, Managing Director

Lance "Putter" Johnson, CFP®

Senior Wealth Advisor, Director

Tyler Kahler, JD

Estate Planning Specialist, Director

Barry Klarberg

Regional President, Senior Managing Director

Matt Klarberg

Senior Client Advisor, Managing Director

John Kleponis, CFA

Senior Wealth Advisor, Director

Kevin Krakora

Senior Wealth Advisor, Managing Director

Sean Kriak, CFP®, MBA

Senior Wealth Advisor, Managing Director
Tom Lalley, CFP®, CFA, Managing Director

Tom Lalley, CFP®, CFA

Senior Wealth Advisor & Team Leader, Managing Director

Bobbie Lemmo, CPA/PFS, CFP®

Senior Wealth Advisor & Team Leader, Managing Director

Jay Levin, CFP®

Senior Wealth Advisor, Managing Director

Lauren Lippert, CPA, CFP®

Wealth Advisor, Director

Kevin Liu

Wealth Advisor, Director

Joe Lum, CFP®

Senior Wealth Advisor, Managing Director

George Lynch

Senior Business Development Officer, Director

Albie MacDonald, CFP®

Wealth Management Group Head, Senior Managing Director

James Maher, AAMS®

Wealth Advisor, Director

Stan Majkrzak, CFP®

Senior Wealth Advisor, Managing Director

Joan Malloy, CPA, CFP®, CFA

Regional President, Senior Managing Director

Andrew Marusic, CFP®, AIF®

Wealth Advisor, Director

Matt Mathias

Regional President, Senior Managing Director

B. Deems May, Jr.

Senior Business Development Advisor, Director

Joe McLean

Chief Growth and Innovation Officer, Senior Managing Director

Andrew Meyer, CFP®, CFA

Senior Wealth Advisor, Managing Director

Dan Mules, CPA

Senior Wealth Advisor, Director

Kathy Nalywajko, CTFA

Senior Wealth Advisor, Managing Director

Jordan Nightingale, CFP®, CPWA®

Senior Wealth Advisor, Director

Greg Palacorolla, CFP®

Senior Wealth Advisor, Managing Director

John Palguta, CPA, CFP®

Senior Wealth Advisor & Team Leader, Managing Director

Joe Palko, CFP®

Senior Wealth Advisor / Managing Director

Chris Pauletta, FPQP®

Senior Client Service Wealth Advisor & Team Leader, Director

Rafael Perez, CFP®

Senior Wealth Advisor, Director

Clayton Perry, MBA, AIF™

MAI Retirement, Group Head

Craig Petti, RFC®, AIF®

Senior Wealth Advisor, Managing Director

Marla Petti, CPA/PFS, AEP®, CFP®

Senior Wealth Advisor & Team Leader, Managing Director

Brandon Phillips

Wealth Advisor, Director

Mike Pietzak

Regional Client Service Leader, Managing Director

Stephen Polan, CPA, CFP®

Senior Wealth Advisor, Managing Director

Joy Puyear, CPA/PFS

Senior Wealth Advisor, Managing Director
Riley Rindo, CFP®, CRPC®, Director

Riley Rindo, CFP®, CRPC™

Senior Wealth Advisor, Director

John Ruby, CFP®

Senior Wealth Advisor, Director

Steve Rudolph, MBA

Senior Wealth Advisor & Team Leader, Managing Director

Frank Sanchez, CFP®, ChFC®

Senior Wealth Advisor, Director

Sally Sanders, MBA

Retirement Plan Operations Manager, Director

DJ Santiago

National Head of MAI Benefits, Managing Director

David Shiell

Senior Wealth Advisor, Managing Director

Egon Singerman

Senior Benefits Advisor, Managing Director

Brad Smith

Senior Portfolio Manager, Managing Director

Jim Smith

Wealth Management Group Head, Senior Managing Director

Harlan Storey, CFP®, JD

Senior Wealth Advisor & Team Leader, Managing Director

Michele Stutts, CFP®, CDFA®

Wealth Advisor, Director

Alexandra Swanson, CFP®

Wealth Advisor, Director

Steve Trax, CPA, CFP®

Head of MAI Sports + Entertainment & Regional President, Senior Managing Director

Mark Van Drunen, CFP®

Senior Wealth Advisor & Team Leader, Managing Director

Cara Wardley

Business Operations Manager, Director

Ally Werden, CFP®

Wealth Advisor, Director

Jay White

Regional President, Senior Managing Director

Ari Wiener, CFP®

Wealth Advisor, Director

Michael Williams, CFP®, CFA

Senior Wealth Advisor, Managing Director

Brendan Winkler, CPA

Wealth Advisor, Director

Brian Woods

Senior Wealth Advisor, Managing Director

Aaron Ziska, CFP®, CIMA®

Wealth Advisor, Director

Tax Planning

Greg Badowski, CPA, CFP®

Senior Tax Advisor, Director

Kevin Bond

Tax Advisor, Director

Kathy Buchs, CPA

Senior Tax Advisor & Team Leader, Director

Heidi Coyle, CPA

Tax Advisor, Director

Robert Dzurilla, CPA

Senior Tax Advisor Director

Ariel LaFond, CPA

Senior Tax Advisor, Director

Tim Mosley, CPA

Senior Tax Advisor, Director

Amy Namitka, CPA

Tax Advisor, Director

Mike Selzer, CPA

Senior Tax Advisor, Director

Justin Slaby, CPA

Tax Advisor, Director
Steve Urlich, CPA, Director

Steve Urich, CPA

Senior Tax Advisor & Team Leader, Managing Director

Carla Wainwright, CPA

Senior Tax Advisor, Director

Kim Wilson, CPA

Senior Tax Advisor & Team Leader, Managing Director

Investment Management

Doug Butler, CFA

Senior Portfolio Manager, Managing Director

Devin Fraley

Portfolio Manager, Senior Associate
Jerry Gray, CFA, Managing Director

Jerry Gray, CFA

Senior Portfolio Manager, Managing Director

Chris Grisanti, JD, CFA

Chief Equity Strategist & Regional President, Senior Managing Director
Neil Hantak, CFA, Managing Director

Neil Hantak, CFA

Senior Portfolio Manager, Managing Director

Bill Jones, CFA

Portfolio Manager, Director

Ryan Keenan, CFA

Portfolio Manager, Director

Lynne Lawrence

Portfolio Manager, Director

Tom Marra

Portfolio Manager, Director

Nick McCreary, CFP®

Portfolio Manager, Director

Kurt Nye, CFA

Group Head of Alternative Investments, Managing Director

Sheena Pauley CFP®, CTFA

Senior Portfolio Manager, Managing Director

Jordan Press

Regional President, Senior Managing Director

Jason Putman, CFP®, CFA

Senior Portfolio Manager, Managing Director

Kevin Runge, CFA®

Portfolio Manager, Director

Lindsay P. Sawicki, MBA, JD, CFA, AIF ™

Senior Portfolio Manager, Director

Ben Sayer, CFA

Portfolio Manager, Director
Seth Shalov, Managing Director

Seth Shalov

Senior Portfolio Manager, Managing Director

Nick Srmag, CFA

Senior Portfolio Manager, Managing Director

Jeff Stark, CFA

Senior Portfolio Manager, Managing Director

Brad Turner

Senior Portfolio Manager, Managing Director

Aron Wegner

Portfolio Manager, Director

Andrew Zalic, CFA

Portfolio Manager, Director

John Zaller, CFA

Chief Investment Officer & Group Head, Senior Managing Director

Institutional Sales & Distribution

Erik Huss

Institutional Business Development Officer, Director

Corporate

Tony Amador

Chief Financial Officer

Rick Buoncore

Managing Partner

Holly Cavalier

Chief Compliance Officer, Managing Director

Martin Christ

Product Management Team Leader, Managing Director

Lesa Evans

Chief Human Resources Officer, Senior Managing Director

Karen Fedchock, MBA

Chief Marketing Officer, Managing Director

Shannon Heffner

Advisor Solutions Center Team Leader, Managing Director

Jim Kacic

President of M&A and Shared Services

Michelle Pelini

Communications Manager, Director

Brett Pitstick

Chief Information Officer, Managing Director

Andrew Powers

Wealth Management Technology Business Leader, Managing Director

Donna Schuette

Sr. Operations & Transformation Leader, Managing Director

Janet Selar

Integration Team Leader, Managing Director

Shirley Titchenell, IACCP®

Chief Operating Officer, Senior Managing Director

Joe Vislocky

Technology Director, Director