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
Associate Financial Advisor / EA®
Ian Schneider
Associate Financial Advisor
Kyle SMith
Associate Financial Advisor
Alyssa Miranda
Executive Vice President
CHRIS MINNIHAN
Executive Operations Officer
Jonah Pellegrom
Trader & Wealth Management Professional
Ben TUomAla
Trader & Wealth Management Professional
Anders Engebretson
Trader & Wealth Management Professional
Luke Potter
Client Service Coordinator
LOuie Currie
Client Service Coordinator
Jessica Roths
Bookkeeper & Administrative Assistant
Molly Conners
Communications Coordinator
Max Lawrence
Client Service Manager
Jesse sills
Client Service Manager
Tristen Pieti
Client Service Coordinator
Kaitlin Brandt
Office Director
Kara Melchert
Insurance Coordinator
Morgan LAssi
Administrative Assistant
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.