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J. Daniel Vogelzang President Phone: (310) 530-5525 X. 122 Email: dvogelzang@madvisory.com Since joining M Advisory Group in 1995, President Dan Vogelzang has built his expertise as an insurance consultant specializing in benefit plan design for entrepreneurs and executives. Known for his cutting edge ideas, Dan has positioned M Advisory Group to be one of the first investment advisory firms in Southern California to offer an open architecture 401(k) plan. Dan is a published author and has written several articles for CPA journals and other magazines regarding the benefits and advantages of open architecture 401(k) plans, and has also conducted webinars on this innovative approach. Dan is active in a number of professional associations including the Los Angeles Association of Insurance and Financial Advisors (LAAIFA), Association of Advanced Life Underwriters (AALU), the National Association of Insurance and Financial Advisors (NAIFA), and the Million Dollar Round Table (MDRT). Dan and his retirement plan team at MAdvisory Group regularly participate in National Institute of Pension Administrators (NIPA) and the American Society of Pension Actuaries (ASPA) sponsored events. Dan is a graduate of USC, and is a Registered Representative (Series 6 and 63) and an Investment Advisor Representative (Series 65). |
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Kathy Branconier, AIF® Managing Director - Retirement Plans Accredited Investment Fiduciary™ Phone: (310) 530-5525 X. 106 Email: kbranconier@madvisory.com Kathleen Branconier will act as your primary consultant. She has worked in the financial services industry for 25 years and has been with MAdvisory Group since 2000, serving as the Managing Director of the 401(k) practice. Kathleen is an Accredited Investment Fiduciary™ credentialed through the Center for Fiduciary Studies, University of Pittsburgh Graduate School of Business. The Center is the first full-time training and research facility focused exclusively on investment fiduciary responsibility and portfolio management. Kathleen holds several NASD securities licenses 6, 63, 65 and 26, which allows her to act as an Investment Advisor Representative. In addition, she serves as the firm's Chief Compliance Officer overseeing the compliance functions for M Advisory Group. Kathleen holds a BA in Public Administration and a MBA in Finance from Loyola Marymount University. Kathleen has published several articles on various topics pertinent to current issues facing 401(k) plan sponsors. She is a regular participant in industry conferences including The Center for Due Diligence and Center for Fiduciary Studies. She is Vice President of Education of the Peninsula Toastmasters Club. Kathleen has set high standards of proactive service and is commonly acknowledged by our clients as extremely professional, diligent and pleasant to work with. |
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Susan Mehlig, AIF® Client Service Representative - Retirement Plans Accredited Investment Fiduciary™
Phone: (310) 530-5525 X. 112 Email: smehlig@madvisory.com Susan Mehlig brings administrative expertise to the team. She assists the account executives and directors by preparing studies and reports for the department. Her attention to detail and pleasant demeanor provide her with the ability to offer excellent service to our clients. Susie is an Accredited Investment Fiduciary™. |
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