Join the Team

“I wanted MAI. This most recent volatile market has challenged me to do more research for my clients. It became apparent to me that I needed a team to help me service my clients better than I could on my own as an independent contractor. I have been told, ‘If you surround yourself with smart people, you will be able to provide your clients with smart advice.’ I look forward to working with smart people here at MAI over the years to come.”

“When we first met the MAI team, they shared their motto of ‘we take care our clients, we take care of each other, and we take care of our communities.’ It is one thing to say it, but they really do it! Plus, we now have more resources and expertise to bring to our clients. Our whole team has been reenergized by the merger.”

“As I was going through my succession planning, my focus was on making sure my clients continued to receive comprehensive wealth management services. I also wanted to ensure that my staff would have the opportunity to continue to grow and enhance their careers. After meeting with the partners at MAI and learning of their philosophy of placing clients first and the expansive range of services they provide, I knew MAI was the perfect fit.”

“I met Jim and Rick three years prior to joining MAI, and I found them to be consistent and focused on building the firm with culturally fit advisors. Now that I have been here for two years, they’ve proven themselves to be true, and have exceeded what they have promised. Rick and Jim have built and protected the culture of MAI so that we are laser focused on caring for clients, building up and encouraging our colleagues, and bringing opportunities to serve in our community.”