At MAI, we have a strong group of financial, investment, operations and corporate management professionals. Our experienced team is committed to providing excellent client service.
Stephanie Sandle, CPA, CFP®, CPWA®, MPAS™, AEP®
Senior Wealth Advisor & Team Leader, Managing Director
Steve Trax, CPA, CFP®
Head of MAI Sports + Entertainment & Regional President, Senior Managing Director
Institutional Sales & Distribution
MAI's Office Locations
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