Our Team
Achieving your goals is the top priority of the team at MJM Financial Advisors, LLC.
We keep your team small yet responsive by maintaining in-house staff for core competencies, maintaining a totally paperless office, and outsourcing to third-party providers the services outside our core competencies.
- Mark J. McGaunn, CPA/PFS, CFP®: President (Bio)
- Meredith Quinn: Tax Manager
- Heidi McAlice: Development Manager
Corporate Advisory Board
MJM is always looking for new ideas to improve client service, daily operations, and long-range planning. We use our Corporate Advisory Board to learn from various business disciplines as it listens to clients, the market, and the technological world around them. Members come from the investment, service, manufacturing, and client communities. The Corporate Advisory Board does not advise on wealth management policy.
The Corporate Advisory Board consists of the following:
