Our Team

At MAI, we have a strong group of financial, investment, operations and corporate management professionals. Our people are committed to excellent client service that only an experienced group of professionals can provide.

Client Advisory & Wealth Planning

Doug Andrassy, CFP, CMT, Director

Doug Andrassy, CFP®, CMT

Director

Ryan Ashley, CFP, Director

Ryan Ashley, CFP®

Director

Greg Badowski, CPA, CFP®

Director

Chris Barr, Director

Chris Barr

Director

Mike Beaulieu, CFP, CFA, Managing Director

Mike Beaulieu, CFP®, CFA

Managing Director

Ona Bolton, CPA/PFS

Director

Chris Brennan, CFP®

Managing Director

Bill Bruns

Managing Director

Kathy Keylor, CPA, Director

Kathy Buchs, CPA

Director

Doug Butler, CFA, Managing Director

Doug Butler, CFA

Managing Director

Peter Calfee, CPA, CFP, CLU, Managing Director

Peter Calfee, CPA, CFP®, CLU®

Managing Director

Tim Carneval, CPA, CFP, Director

Tim Carneval, CPA, CFP®

Director

Bill Collings, CFP, Managing Director

Bill Collins, CFP®

Managing Director

Bob Caron, CPWA, Director

Bob Caron, CPWA®

Director

John Ciancibello, Managing Director

John Ciancibello

Managing Director

Ryan Catanese, CPA, CFP®

Senior Associate

Leah Detwiler, CFP, CRPC, Director

Leah Detwiler, CFP®, CRPC®

Director

John Dovich, CLU®, ChFC®

Regional Managing Director

Matt Eiben, CPA, CFP, Managing Director

Matt Eiben, CPA, CFP®

Managing Director

Paul Hebert, Senior Associate

Paul Hebert

Senior Associate

Mike Ivan, J.D., LL.M., Managing Director

Mike Ivan, J.D., LL.M.

Managing Director

Lance "Putter" Johnson, Director

Lance "Putter" Johnson

Director

John Kleponis, CFA, Director

John Kleponis, CFA

Director

Tom Lalley, CFP®, CFA

Managing Director

Bobbie Lemmo, CPA, CFP, Managing Director

Bobbie Lemmo, CPA/PFS, CFP®

Managing Director

Albie MacDonald, CFP, Managing Director

Albie MacDonald, CFP®

Managing Director

Andrew Meyer, CFP, CFA, Managing Director

Andrew Meyer, CFP®, CFA

Managing Director

Laura Moran, Director

Laura Moran

Director

Lu Anne Morrison, CPA, CFP, Managing Director

Lu Anne Morrison, CPA, CFP®

Managing Director

Tim Mosley, CPA, Director

Tim Mosley, CPA

Director

John Palguta, CPA, CFP, Managing Director

John Palguta, CPA, CFP®

Managing Director

Chris Pauletta, FPQP, Director

Chris Pauletta, FPQP™

Director

Placeholder portrait image.

Jeff Reitzes, J.D.

Managing Director

John Ruby, CFP, Director

John Ruby, CFP®

Director

Stephanie Sandle, CPA, CFP, CPWA, AEP, Managing Director

Stephanie Sandle, CPA, CFP®

Managing Director

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Mike Selzer, CPA

Director

Brad Smith

Managing Director

Jim Smith, Managing Director

Jim Smith

Managing Director

Jeff Stark, CFA, Director

Jeff Stark, CFA

Director

Steve Trax, CPA, CFP®

Regional Managing Director

Steve Urlich, CPA, Director

Steve Urich, CPA

Director

Carla Wainwright, CPA, Director

Carla Wainwright, CPA

Director

Kim Wilson, CPA, Managing Director

Kim Wilson, CPA

Managing Director

Investment Management

Jerry Gray, CFA, Managing Director

Jerry Gray, CFA

Managing Director

Neil Hantak, CFA

Managing Director

Lynne Lawrence, Director

Lynne Lawrence

Director

Kurt Nye, CFA, Managing Director

Kurt Nye, CFA

Managing Director

Jason Putman, CFA, Managing Director

Jason Putman, CFA

Managing Director

Seth Shalov, Managing Director

Seth Shalov

Managing Director

Nick Srmag, CFA, Director

Nick Srmag, CFA

Director

John Zaller, CFA, Chief Investment Officer

John Zaller, CFA

Chief Investment Officer

Sales & Distribution

Erik Huss, Director

Erik Huss

Director

Riley Rindo, CFP, CRPC, Director

Riley Rindo, CFP®, CRPC®

Director

Corporate

Rick Buoncore, Managing Partner

Rick Buoncore

Managing Partner

Martin Christ, Managing Director

Martin Christ

Managing Director

Lesa Evans

Chief Human Resources Officer

Jim Kacic, Chief Financial Officer

Jim Kacic

Chief Financial Officer

Laurie Roggenburk, Director, Human Resources

Laurie Roggenburk

Director, Benefits & Administration

Mark Summers, Chief Operating Officer

Mark Summers

Chief Operating Officer

Shirley Titchenell, IACCP, Chief Compliance Officer

Shirley Titchenell, IACCP®

Chief Compliance Officer

Diane Whitehouse, Managing Director, Investment Operations

Diane Whitehouse

Managing Director, Investment Operations