Our Team
Raymond W. Mark, CPA, CFP®, PPC®
Managing Member
Focus:Integrated Tax Strategy and Holistic Wealth Management. Raymond W. Mark, CPA, CFP®, PPC®, is a seasoned financial strategist operating at the critical intersection of tax efficiency and wealth management. With over 25 years of...
Lori O'Malley
Administrative Assistant
Lori O’Malley joined the M Financial team in late 2023. Her main focus is on working with our tax clients but will start to implement more M Financial client relationships in 2025. She comes to M Financial with over 23 years as an...
Christina Mizinga
Office Manager
Christina is a highly skilled office manager with a proven track record of success in fast-paced environments. With 8+ years in the administrative field, she has possessed a combination of strong organizational, communication, and...
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Katie Krystofiak
Cambridge Source office assistant
Through a partnership with our independent broker-dealer, Cambridge Investment Research, Inc., we have access to a team of virtual office assistants who allow us to spend more time with our clients by taking on more administrative...
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Lillian Domsich
Lillian Domsich first brought her energy and finance expertise to Mawynn Peak Financial as an intern in the summer of 2025. Deeply committed to the field, Lillian holds both a Bachelor’s and a Master’s in Business Administration with a...
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