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Our Team

At MAI, we have a strong group of financial, investment, operations and corporate management professionals. Our experienced group of professionals are committed to providing excellent client service.

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

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

Ona Bolton, CPA/PFS

Director
Chris Brennan, CFP®, Managing Director

Chris Brennan, CFP®

Managing Director
Bill Bruns, Managing Director

Bill Bruns

Managing 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
Bob Caron, CPWA, Director

Bob Caron, CPWA®

Director
Ryan Catanese, CPA, CFP®, Senior Associate

Ryan Catanese, CPA, CFP®

Senior Associate
John Ciancibello, Managing Director

John Ciancibello

Managing Director
Bill Collings, CFP, Managing Director

Bill Collins, CFP®

Managing Director
Tony Davis, Senior Associate

Tony Davis

Senior Associate
Leah Detwiler, CFP, CRPC, Director

Leah Detwiler, CFP®, CRPC®

Director
John Dovich, CLU®, ChFC®, Regional Managing 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, CFP®

Director
John Kleponis, CFA, Director

John Kleponis, CFA

Director
Tom Lalley, CFP®, CFA, Managing 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
John Palguta, CPA, CFP®, Managing Director

John Palguta, CPA, CFP®

Managing Director
Chris Pauletta, FPQP, Director

Chris Pauletta, FPQP™

Director
Jeff Reitzes, J. D., Managing Director

Jeff Reitzes, J.D.

Managing Director
Riley Rindo, CFP®, CRPC®, Director

Riley Rindo, CFP®, CRPC®

Director
Dave Rodman, Managing Director

Dave Rodman

Managing Director
John Ruby, CFP®, Director

John Ruby, CFP®

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

Stephanie Sandle, CPA, CFP®

Managing Director
Brad Smith, Managing 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 Trax, CPA, CFP®

Regional Managing Director

Tax Planning

Kathy Buchs, CPA, Director

Kathy Buchs, CPA

Director
Tim Mosley, CPA, Director

Tim Mosley, CPA

Director
Mike Selzer, CPA, Director

Mike Selzer, CPA

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

Neil Hantak, CFA

Managing Director

Bill Jones, CFA

Director
Lynne Lawrence, Director

Lynne Lawrence

Director

Jennifer Miller

Director

Bill Miller

Managing Director
Kurt Nye, CFA, Managing Director

Kurt Nye, CFA

Managing Director

Jordan Press

Regional 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

Institutional Sales & Distribution

Erik Huss, Director

Erik Huss

Director

Corporate

Rick Buoncore, Managing Partner

Rick Buoncore

Managing Partner
Holly Cavalier, Chief Compliance Officer

Holly Cavalier

Chief Compliance Officer
Martin Christ, Managing Director

Martin Christ

Managing Director
Lesa Evans, Chief Human Resources Officer

Lesa Evans

Chief Human Resources Officer

Bryan Gregorich

Director, Investment Operations
Jim Kacic, President & Chief Financial Officer

Jim Kacic

President & Chief Financial Officer
Laurie Roggenburk, Director, Benefits & Administration

Laurie Roggenburk

Director, Benefits & Administration
Shirley Titchenell, IACCP®, Chief Operating Officer

Shirley Titchenell, IACCP®

Chief Operating Officer
Diane Whitehouse, Managing Director, Investment Operations

Diane Whitehouse

Managing Director, Integration