Our Team | William Mack & Associates, Inc.

Financial Planning Team

William Mack

William Mack CFP®, CFS®

President

Ted Bugenski

Ted Bugenski CFP®, CFS®

Vice President

Frank S. Arvai

Frank S. Arvai CPA, PFS™, CFP®

Kenneth Klegon

Kenneth Klegon CFP®

Pat Cunningham

Patrick W. Cunningham

James Duronio

James Duronio CAIA, CIMA®, AIFA

Chief Investment Officer

TJ Mack

TJ Mack FPQP

Financial Planner

Brendan Bugenski

Brendan Bugenski CFP®

Financial Planner

Linda Smith

Linda Smith CFP®, NSSA®, ChSNC®

Senior Financial Planner

Jennie Spurlock

Jennie Spurlock CFP®

Senior Financial Planner

Deanna Kinney

Deanna Kinney FPQP

Senior Financial Planner

Angela Bomber

Angela Bomber CRPC®, NSSA®

Associate Financial Planner

William Caton

William Caton

Financial Planner

Chelsea Chapman

Chelsea Chapman

Administrative Assistant

Client Services

Elizabeth Sanda

Elizabeth Sanda

Director of Client Services

Phillis Lucci

Phillis Lucci

Client Service Specialist

Tina Serraiocco

Tina Serraiocco

Client Service Specialist

Amanda Russell

Amanda Russell

Client Service Specialist

Janie Batres

Janie Batres

Beverly Crigger

Beverly Crigger

Office Administrator

Portfolio Reporting and Trading

Sandy Milke

Sandy Milke

Director of Portfolio Services

Linda Itami

Linda Itami

Portfolio Service Specialist

Annette Borg CRPC

Portfolio Service Specialist

Ben Bugenski

Compliance

Dave Dickinson

Dave Dickinson

Chief Compliance Officer

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