Katherine

Vessenes

JD, CFP® / Top Financial Advisor, CEO, Founder of MD Financial

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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

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With over 15 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 Associate

Anders Engebretson

Trader & Wealth Management Professional

Max Lawrence

Client Service Coordinator

Kaitlin Brandt

Communications Director

Adam Swanson

Client Service Manager

Ben TUomAla

Trader & Wealth Management Professional

Jesse sills

Client Service Coordinator

Kara Melchert

Administrative Assistant

Molly Conners

Administrative Assistant

Kelsey Solberg

Marketing & Administrative Assistant

Jessica Roths

Bookkeeper & Administrative Assistant