About Us

For over four decades, we've built strong foundations for our clients, their families, and businesses. We offer trusted financial solutions tailored to your unique needs, priorities, and values. Our team manages the details - monitoring, reporting, and adapting as you face life's challenges. With Mack Financial's specialized approach, we help you achieve your life goals.
$1bn+
Assets under advisement
42
Years serving our clients

Meet our team

Advisors
Operations
Lisa Mack
Chief Operations Officer
Lisa Corcoran
Chief Compliance Officer,
Investment Operations
Maggie Hopkins
Client Onboarding Coordinator
Alex Davis
Case Manager,
Insurance Operations
Nick Meyer
Qualified Plan Administrator
Christina Hladik
Case Manager,
Private Placement Life Insurance

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