Your Wealth Team

MKD Wealth Team

Meet the people who help you make the most of your wealth

At MKD Wealth, you’re not just working with financial professionals—you’re building a relationship with a team who understands that your wealth is about more than numbers. We’re here to listen, guide, and collaborate with you to create a strategy that reflects your vision, values, and goals for the future.  Your MKD team brings the experience, insight, and personal connection it takes to help you make confident decisions and stay focused on what matters most.

Joseph E. Mackey

Wealth Advisor – Visionary – Partner

Entrepreneurial insight.
Human-first approach.

MSF, CFP®, CEPA®

Nathan Bohannon

Wealth Advisor – Integrator – Partner

From Vision
to Action.

CFP®, AWMA®

Cassie Beardslee

Wealth Advisor –
Director of Planning

Strategic thinker.
Steadfast client advocate.

JD, ChFC®, CLU®

John M. Dankovich

Wealth Advisor – Partner Emeritus

Decades of experience.
Driven by service.

CFP®

Katherine Osentoski

Senior Associate
Wealth Advisor

Clear advice.
Confident outcomes.

CPA, ABV

Blake Allen

Associate Wealth Advisor

Connecting business
value to life goals.

Katie Simpson

Associate Wealth Advisor

Clear planning.
Steady support.

Monica Hendree

Client Service Associate

Because clients deserve
the utmost care.

AIF®

Bradley Rubenstein

Investment Operations
Specialist

Precise and
process-driven.

Emily Anne Hoang

Executive Assistant

Where first impressions
shine.

Lisa Casey

Office Manager

Wearing many hats to
serve the MKD team.

Tim Mrock

Director of Operations –
CCO

Calmly keeping everything
running right.

Kelly Martin

Marketing Coordinator

Amplifying MKD’s voice
and impact.