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Our Team

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.

Relationship Management

Doug Andrassy, CFP, CMT, Director

Doug Andrassy, CFP®, CMT

Senior Wealth Advisor, Director
Ryan Ashley, CFP®, Director

Ryan Ashley, CFP®

Senior Wealth Advisor, Managing Director

Judy August, CFP®

Wealth Advisor, Director
Chris Barr, Director

Chris Barr

Senior Wealth Advisor & Team Leader, Managing Director
Mike Beaulieu, CFP, CFA, 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
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®, Senior Associate

Ryan Catanese, CPA, CFP®

Wealth Advisor, Director

Jamie Caudill, CFP®

Senior Wealth Advisor, Managing Director

Stephen Chaffin

Regional President, Senior Managing Director

Chris Chorlins, CFP®

Regional Client Service Leader, Managing Director
John Ciancibello, Managing Director

John Ciancibello, CPA

Senior Wealth Advisor & Team Leader, Managing Director

Phil Cole, CFP®

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

Bill Collins, CFP®

Senior Wealth Advisor, Managing Director

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, CLU®, ChFC®, Regional Managing Director

John Dovich, ChFC®, CLU®

Regional President, Senior Managing Director

Michael Dvorkin

Senior Wealth Advisor, Managing Director
Matt Eiben, CPA, CFP, Managing Director

Matt Eiben, CPA, CFP®

Senior Wealth Advisor, Managing Director

Leila Evans, CFP®

Regional President, Senior Managing Director

Suzanne Fawbush, JD

Senior Client Consultant, Director

Tom Fitzgerald

Senior Client Advisor, Managing Director

Joe Geier, CPA

Regional President, Senior Managing Director

Patrick Gingras

Regional President, Senior Managing Director
Paul Hebert, Senior Associate

Paul Hebert

Wealth Advisor, Senior Associate

Joel Hochman, CFP®

Senior Wealth Advisor, Managing Director
Mike Ivan, J.D., LL.M., Managing Director

Mike Ivan, JD, LL.M.

Estate Planning Specialist, Managing Director
Lance "Putter" Johnson, Director

Lance "Putter" Johnson, CFP®

Senior Wealth Advisor, Director

Tyler Kahler, JD

Estate Planning Specialist, Director

Barry Klarberg

Senior Managing Director

Matt Klarberg

Senior Client Advisor, Managing Director
John Kleponis, CFA, Director

John Kleponis, CFA

Senior Wealth Advisor, Director

Kevin Krakora

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, CFP, 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
Albie MacDonald, CFP, Managing Director

Albie MacDonald, CFP®

Wealth Management Group Head, Senior Managing Director

Stan Majkrzak, CPA, CFP®

Senior Wealth Advisor, Managing Director

Joan Malloy, CPA, CFP®, CFA

Regional President, Senior Managing Director

Andrew Marusic, AIF®

Wealth Advisor, Director

Matt Mathias

Regional President, Senior Managing Director

B. Deems May, Jr.

Director of Business Development, Director

Nick McCreary, CFP®

Wealth Advisor, Director

Patrick McDonald, CFP®

Senior Wealth Advisor, Director
Andrew Meyer, CFP, CFA, Managing Director

Andrew Meyer, CFP®, CFA

Senior Wealth Advisor, Managing Director
Lu Anne Morrison, CPA, CFP, Managing Director

Lu Anne Morrison, CPA, CFP®

Senior Wealth Advisor & Team Leader, 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®, Managing Director

John Palguta, CPA, CFP®

Senior Wealth Advisor & Team Leader, Managing Director

Olha Paluch, CFP®, CTFA

Senior Wealth Advisor, Managing Director
Chris Pauletta, FPQP, Director

Chris Pauletta, FPQP®

Senior Client Service Wealth Advisor & Team Leader, Director

Craig Petti, RFC®, AIF®

Senior Wealth Advisor, Managing Director

Marla Petti, CPA/PFS, AEP®, CFP®

Senior Wealth Advisor, Director

Brandon Phillips

Wealth Advisor, Director

Mike Pietzak

Regional Client Service Leader, Managing Director
Jeff Reitzes, J. D., Managing Director

Jeff Reitzes, JD

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

Riley Rindo, CFP®, CRPC™

Senior Wealth Advisor, Director
Dave Rodman, Managing Director

Dave Rodman

Senior Wealth Advisor, Managing Director
John Ruby, CFP®, Director

John Ruby, CFP®

Senior Wealth Advisor, Director

Steve Rudolph, MBA, CPA

Senior Wealth Advisor & Team Leader, Managing Director

Frank Sanchez, CFP®, ChFC®

Senior Wealth Advisor, Director

Stephanie Sandle, CPA, CFP®, CPWA®, MPAS™, AEP®

Senior Wealth Advisor & Team Leader, Managing Director

Amy Schirmer, JD, CFP®

Senior Wealth Advisor, Managing Director
Brad Smith, Managing Director

Brad Smith

Senior Portfolio Manager, Managing Director
Jim Smith, 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
Steve Trax, CPA, CFP®, Regional Managing 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

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®, Director

Greg Badowski, CPA, CFP®

Senior Tax Advisor, Director

Kevin Bond

Tax Advisor, Director
Kathy Buchs, CPA, Director

Kathy Buchs, CPA

Senior Tax Advisor & Team Leader, Director

Heidi Coyle, CPA

Tax Advisor, Director

Ariel LaFond, CPA

Senior Tax Advisor, Director
Tim Mosley, CPA, Director

Tim Mosley, CPA

Senior Tax Advisor, Director
Mike Selzer, CPA, Director

Mike Selzer, CPA

Senior Tax Advisor, Director
Steve Urlich, CPA, Director

Steve Urich, CPA

Senior Tax Advisor & Team Leader, Director
Carla Wainwright, CPA, Director

Carla Wainwright, CPA

Senior Tax Advisor, Director
Kim Wilson, CPA, Managing Director

Kim Wilson, CPA

Senior Tax Advisor & Team Leader, Managing Director

Investment Management

Doug Butler, CFA, Managing Director

Doug Butler, CFA

Senior Portfolio Manager, Managing Director
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
Lynne Lawrence, Director

Lynne Lawrence

Portfolio Manager, Director

Tom Marra

Portfolio Manager, Director

Jennifer Miller

Portfolio Manager, Director

Kurt Nye, CFA

Senior Portfolio Manager, Managing Director

Jordan Press

Regional President, Senior Managing Director
Jason Putman, CFA, Managing Director

Jason Putman, CFP®, CFA

Senior Portfolio Manager, Managing Director

Kevin Runge, CFA®

Portfolio Manager, Director

Ben Sayer, CFA

Portfolio Manager, Director
Seth Shalov, Managing Director

Seth Shalov

Senior Portfolio Manager, Managing Director
Nick Srmag, CFA, Director

Nick Srmag, CFA

Senior Portfolio Manager, Managing Director

Jeff Stark, CFA

Portfolio Manager, Director

Aron Wegner

Portfolio Manager, Director

Andrew Zalic, CFA

Portfolio Manager, Director
John Zaller, CFA, Chief Investment Officer

John Zaller, CFA

Chief Investment Officer & Group Head, Senior Managing Director

Institutional Sales & Distribution

Frank D'Ambrosio

Senior Business Development Officer, Managing Director
Erik Huss, Director

Erik Huss

Institutional Business Development Officer, Director

Leadership

Rick Buoncore, Managing Partner

Rick Buoncore

Managing Partner

Holly Cavalier

Chief Compliance Officer, Managing Director
Martin Christ, Managing Director

Martin Christ

Product Management Team Leader, Managing Director

Lesa Evans

Chief Human Resources Officer, Senior Managing Director

Bryan Gregorich

Director of Operations, Director

Shannon Heffner

Advisor Solutions Center Team Leader, Director
Jim Kacic, President & Chief Financial Officer

Jim Kacic

President & Chief Financial Officer

R.J. Nemer, JD

Chief Marketing & Business Development Officer, Senior Managing Director

Brett Pitstick

Chief Information Officer, Managing Director

Janet Selar

Integration Team Leader, Managing Director

Chuck Sinito

Information Technology, Director
Shirley Titchenell, IACCP®, Chief Operating Officer

Shirley Titchenell, IACCP®

Chief Operating Officer, Senior Managing Director

MAI's Office Locations

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