Katherine
Vessenes
JD, CFP® / Chief Financial Advisor, CEO, Founder of MD Financial
▼
As an attorney and an experienced financial advisor 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 experience that Josh brings.
Ben Kirchner
AAMS® / Financial Advisor
Adam Swanson
EA® / Associate Financial Advisor
Ian Schneider
Financial Advisor
Kyle SMith
Associate Financial Advisor
Trading Team
Anders Engebretson
Wealth Management Trading Professional
Ben TUomAla
Trader & Wealth Management Professional
Jonah Pellegrom
Trader & Wealth Management Professional
Concierge Service Team
Max Lawrence
CFP® / Concierge Service Manager
Jesse sills
CFP® / Concierge Service Manager
Luke Potter
Concierge Service Manager
Tristen Pieti
Concierge Service Manager
KEvin Musembi
Concierge Service Coordinator
Evan Kozlowski
Concierge Service Coordinator
Operations Team
CHRIS MINNIHAN
Chief Operations Officer and Director of Compliance
Jessica Roths
Bookkeeper & Human Resources Associate
Victoria Hayward
Operations Assistant
Kaitlin Brandt
Director of Operations
Kara Melchert
Executive Operations Coordinator
See the MD Financial team competing
in the 2018 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.