MKD Wealth

Nathan Bohannon is a financial advisor at MKD Wealth with 15 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to his current role, he worked at MKD Wealth Coaches, LLC and its predecessor firm from 2009 to the present. Outside of advising, he is a licensed independent insurance agent authorized to sell life, disability, and long-term care insurance. MKD Wealth provides investment management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and business entities. The firm manages approximately $425 million in assets and employs a range of portfolio models across risk profiles using mutual funds, ETFs, individual securities, and alternative investments.

Cassandra Beardslee is a CFP® with 12 years of industry experience, currently serving at MKD Wealth. Her career includes roles at MKD Wealth Coaches and UBS Financial Services. She is also a licensed independent insurance agent. MKD Wealth provides investment management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and businesses. The firm manages approximately $425 million in assets and employs diversified portfolio strategies across various risk profiles using mutual funds, ETFs, individual securities, independent managers, and alternative investments.

John Dankovich is a financial advisor at MKD Wealth with 21 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to his current role, he worked at Cumberland Trust and has been involved with MKD Wealth Coaches, LLC and its predecessor firm since 2007. Outside of advising, he is also an attorney and an independent insurance agent licensed to sell life, disability, long-term care insurance, and annuities. MKD Wealth provides investment management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $425 million in assets and employs a diversified investment approach that includes mutual funds, ETFs, individual securities, independent managers, and alternative investments.

Joseph Mackey is a financial advisor at MKD Wealth with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with MKD Wealth Coaches, LLC and its predecessor firm since 2006. In addition to his advisory role, he is an independent insurance agent licensed to sell life, disability, and long-term care insurance, as well as annuities. MKD Wealth provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $425 million in client assets and employs a range of portfolio models implemented through mutual funds, ETFs, individual securities, independent managers, and alternative investments.

Katherine Osentoski is a CFP® professional with one year of industry experience, currently serving at MKD Wealth. She previously worked at Robert Baird & Co. and has been involved with MKD Wealth Coaches, LLC since 2016. Osentoski is also a licensed independent insurance agent authorized to sell life, disability, and long-term care insurance. MKD Wealth provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $425 million in client assets and employs a diversified investment approach using mutual funds, ETFs, individual securities, independent managers, and alternative investments.