Ponte Vedra Beach, Florida

Senior Wealth Advisor, Managing Director

Senior Wealth Advisor & Team Leader, Managing Director

Consulting Actuary

Wealth Advisor, Director of Retirement Plans - West

MAI Retirement, Group Head

National Director of Retirement Plans, Managing Director

Retirement Consultant, Director

Estate Planning Specialist, Managing Director

Retirement Plan Operations Analyst, Senior Associate

Wealth Advisor, Director​

Managing Partner, Wealth Management

Director of Retirement Plan Operations (East)​, Director​

Senior Wealth Advisor, Director

Senior Tax Advisor, Director

Katherine Perkner, CFP®

Wealth Advisor, Senior Associate

MAI Retirement, Group Head

National Director of Retirement Operations, Director

Senior Portfolio Manager, Director

Lori Scott

Business Operations Manager, Senior Associate