Your Wealth Team

MKD Wealth team photo

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

At MKD Wealth, you’re not just getting financial expertise—you’re building a relationship with a team who understands that 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.

JD, ChFC®, CLU®

John M. Dankovich

Wealth Advisor – Partner Emeritus

Decades of experience.
Driven by Service

CFP®, AWMA®

Cassie Beardslee

Wealth Advisor –
Director of Planning

Strategic thinker.
Steadfast client advocate.

CFP®

Katherine Osentoski

Senior Associate
Wealth Advisor

Clear advice.
Confident outcomes.

Tim Mrock

Director of Operations –
CCO

Calmly keeping everything
running right.

Bradley Rubenstein

Investment Operations
Specialist

Precise and
process-driven.

Lisa Casey

Office Manager

Wearing many hats to
serve the MKD team.

Kelly Martin

Marketing Coordinator

Amplifying MKD’s voice
and impact.

Emily Anne Hoang

Executive Assistant

Where first impressions
shine.

Monica Hendree

Client Service Associate

Because clients deserve
the utmost care.

Katie Simpson

Associate Wealth Advisor

Clear planning.
Steady support.

CPA, ABV

Blake Allen

Associate Wealth Advisor

Connecting business
value to life goals.