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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