Meet Your Team
At our second-generation family business, we pride ourselves on the deeply personal relationships we build with our clients. This allows us to offer compassionately tailored services that extend beyond traditional financial advice.
By using a team-based approach, we’re able to put our combined decades of experience into understanding and planning for your unique circumstances.
We’d be honored to help you meet your financial goals.
Lindsey + Team
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Lindsey McKay, CFP®, CSSCS
Author, Partner
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Norma Drysdale
Business Development & Client Services
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Nathan O'Connor
Registered Representative
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Julia Shulikov
Registered Representative
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Carrie Anderson
Registered Representative
Jim + Team
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James R. McKay, CFP®, AIF®
Partner
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Jason Richert, CRPC ®, AIF ®
Financial Planner
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Kelly McKay, CRPS®, CPFA®, AIF®
Client Relationship Manager
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Tony Delorenzo
Client Service Associate
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Dona Katseyeanis
Executive Assistant
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Scott Waldron
Client Services Representative
Business Operations
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Lori Griffith
CFO
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Marleen Lagadon
Administrative Assistant
Join Us
If you want to work with smart and diligent individuals who are dedicated to helping people achieve their financial goals, apply for a position at McKay Wealth Management!
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As an intern, you will work closely with our experienced financial advisors and gain practical experience in the financial industry. You will have the opportunity to learn about investment strategies, financial planning, and client management.
Position highlights:
10-12 week program
In office Tuesday/Wednesday/Thursday
$20/hour
Click on the PDF for intership details.
[Video] Talk about what it means to work at MWM; have others share their experiences
