Katherine
Vessenes
JD, CFP® / Top Financial Advisor, CEO, Founder of MD Financial
▼
As an attorney and one of the country's top financial advisors for doctors, Katherine Vessenes, JD, CFP®, is uniquely qualified to help physicians and dentists across the country with their numerous complicated financial issues and specific needs and goals.
Josh
Lantz
CRPC® / CIO, Financial Advisor of MD Financial
▼
With over 16 years of experience and numerous accolades, Josh has created financial plans for over 500 doctors, as well as overseeing portfolio management for the entire firm. This is, of course, only a snapshot of the expertise that Josh brings.
Ben Kirchner
AAMS® / Financial Advisor
Ian Schneider
Associate Financial Advisor
Alyssa Miranda
Executive Vice President
CHRIS MINNIHAN
Executive Operations Officer
Graham Burke
Trader & Client Service Manager
Becky Caswell
Client Service Manager
Kyle SMith
Client Service Manager
Anders Engebretson
Trader & Wealth Management Professional
Max Lawrence
Client Service Associate
Jack tischler
Client Service Coordinator
Jessica Roths
Bookkeeper & Administrative Assistant
Adam Swanson
EA® / Client Service Manager
Ben TUomAla
Trader & Wealth Management Professional
Jesse sills
Client Service Associate
Kaitlin Brandt
Communications Director
Kara Melchert
Administrative Assistant
Kelsey Solberg
Marketing & Administrative Assistant
Molly Conners
Administrative Assistant
See the MD Financial team competing
in the 2019 Tough Mudder
Our team is not afraid to get their hands dirty! They work hard in and out of the office. Check out what we’re up to when we aren’t helping our doctors.