OUR TEAM

Principals

Our four distinguished principals, Mary Margolis, Trey Brady, Suresh Raghavan and Dan Bender, share a common approach to planning and investment management, serving their clients first.

Staff

Do not email trade instructions as they will not be executed.

Janet Munchrath

Director, Client Service
janet@mbrfinancial.com

Deborah L. Wilson

Director, Insurance
debbie@mbrfinancial.com

Nihita Bhavsar

Director, Billing and Trading
nihita@mbrfinancial.com

Chris Dyson, CFP

Director, Financial Planning
chris@mbrfinancial.com

Jessie V. Machuca

Receptionist and Office Manager
jessie@mbrfinancial.com

External Investment Committee Members

Designations

Our Team