Cleveland, Ohio

Tony Amador

Chief Financial Officer

Doug Andrassy, CFP®, CMT

Senior Wealth Advisor, Director

Greg Badowski, CPA, CFP®

Senior Tax Advisor, Director

Christopher “Biff” Baker

Senior Wealth Advisor, Team Leader, Managing Director

Kathy Buchs, CPA

Senior Tax Advisor & Team Leader, Managing Director

Chris Buoncore, CPWA®

Wealth Advisor, Director

Rick Buoncore

Managing Partner

Doug Butler, CFA

Senior Portfolio Manager, Managing Director

Peter Calfee, CPA, CFP®, CLU®

Senior Wealth Advisor, Managing Director

Tim Carneval, CPA, CFP®

Senior Wealth Advisor, Director

Ryan Catanese, CPA, CFP®

Wealth Advisor, Director

Holly Cavalier

Chief Compliance Officer

Martin Christ

Product Management Team Leader, Managing Director

John Ciancibello, CPA

Senior Wealth Advisor & Team Leader, Managing Director

Heidi Coyle, CPA

Senior Tax Advisor, Director

Leah Detwiler, CFP®, CRPC™

Wealth Advisor, Director

Michael Dvorkin

Senior Wealth Advisor, Managing Director

Robert Dzurilla, CPA

Senior Tax Advisor Director

Matt Eiben, CPA, CFP®

Senior Wealth Advisor, Managing Director

Lesa Evans

Chief Human Resources Officer

Karen Fedchock, MBA

Chief Marketing Officer

Anne Marie Griffith, JD, MTax

Senior Wealth Advisor, Managing Director

Mark Haley

Senior Wealth Advisor, Managing Director

Shannon Heffner

Advisor Solutions Center Team Leader, Managing Director

Erik Huss

Institutional Business Development Officer, Managing Director

Dexter James

Senior Wealth Advisor, Managing Director

Lance “Putter” Johnson, CFP®

Senior Wealth Advisor, Director

Jim Kacic

President, Enterprise Shared Services

Ryan Keenan, CFA

Portfolio Manager, Director

Sean Kriak, CFP®, MBA

Senior Wealth Advisor, Managing Director

Lynne Lawrence

Portfolio Manager, Director

Bobbie Lemmo, CPA/PFS, CFP®

Senior Wealth Advisor & Team Leader, Managing Director

Lauren Lippert, CPA, CFP®

Wealth Advisor, Director

Stan Majkrzak, CFP®

Senior Wealth Advisor, Managing Director

Andrew Marusic, CFP®, AIF®

Wealth Advisor, Director

Nick McCreary, CFP®

Portfolio Manager, Director

Tim Mosley, CPA

Senior Tax Advisor, Director

Amy Namitka, CPA

Tax Advisor, Director

Kurt Nye, CFA

Group Head of Alternative Investments, Managing Director

John Palguta, CPA, CFP®

Senior Wealth Advisor & Team Leader, Managing Director

Joe Palko, CFP®

Senior Wealth Advisor, Managing Director

Chris Pauletta, FPQP®

Senior Client Service Wealth Advisor & Team Leader, Director

Sheena Pauley CFP®, CTFA

Senior Portfolio Manager, Managing Director

Michelle Pelini

Communications Manager, Director

Rafael Perez, CFP®

Senior Wealth Advisor, Director

Jim Perrine, CFP®

Financial Planning Team Leader, Managing Director

Craig Petti, RFC®, AIF®

Senior Wealth Advisor, Managing Director

Marla Petti, CPA/PFS, AEP®, CFP®

Senior Wealth Advisor & Team Leader, Managing Director

Brett Pitstick

Chief Information Officer

Andrew Powers

Wealth Management Technology Business Leader

Jason Putman, CFP®, CFA

Senior Portfolio Manager, Managing Director

John Ruby, CFP®

Senior Wealth Advisor, Director

Steve Rudolph, MBA

Senior Wealth Advisor & Team Leader, Managing Director

DJ Santiago

National Head of MAI Benefits, Managing Director

Donna Schuette

Sr. Operations & Transformation Leader

Janet Selar

Integration Team Leader

Mike Selzer, CPA

Senior Tax Advisor, Director

Egon Singerman

Senior Benefits Advisor, Managing Director

Justin Slaby, CPA

Tax Advisor, Director

Jim Smith

Wealth Management Group Head, Senior Managing Director

Ben Sayer, CFA

Portfolio Manager, Director

Seth Shalov

Senior Portfolio Manager, Managing Director

Nick Srmag, CFA

Senior Portfolio Manager, Managing Director

Jeff Stark, CFA

Senior Portfolio Manager, Managing Director

Brad Turner

Senior Portfolio Manager, Managing Director

Shirley Titchenell, IACCP®

Chief Operating Officer

Steve Urich, CPA

Senior Tax Advisor & Team Leader, Managing Director

Mark Van Drunen, CFP®

Regional President, Managing Director

Joe Vislocky

Technology Director, Director

Carla Wainwright, CPA

Senior Tax Advisor, Director

Ally Werden, CFP®

Wealth Advisor, Director

Kim Wilson, CPA

Senior Tax Advisor & Team Leader, Managing Director

Andrew Zalic, CFA

Portfolio Manager, Director

John Zaller, CFA

Chief Investment Officer

Connect with MAI in Cleveland

Cleveland Office

6050 Oak Tree Blvd.
Suite 500
Cleveland, OH 44131

216.920.4800 Directions

We look forward to learning about your financial goals.