Katherine Vessenes, JD, CFP®, Founder and CEO of MD Financial Advisors, and their Chief Financial Officer, Josh Lantz, CRPC®, discuss COVID-19 and the effects it may have on your retirement plan.
Katherine Vessenes, JD, CFP®, RFC, is the founder and CEO of MD Financial Advisors who serve 500 doctors from Hawaii to Cape Cod. An award-winning Financial Advisor, Attorney, Certified Financial Planner®, Registered Financial Consultant, author and speaker, she is devoted to bringing ethical advice to physicians and dentists. She can be reached at Katherine@mdfinancialadvisors.com.
Josh Lantz, CRPC®, CFO and Financial Advisor at MD Financial works diligently with all our teams to coordinate the services we provide for our clients. He wants to make sure all our clients have sound, fiscally responsible, financial plans and feel more comfortable about their future. He can be reached at Josh@mdfinancialadvisors.com.