Together Team

At Together Planning you have a team ready to support you every step of the way.

Click on a photo to learn more.

A man with white hair and wearing a suit.

Jud Mallini, CFP®

FINANCIAL PLANNER

A woman with brown hair and pink striped shirt.

Lia Mallini Bertelson, CFP®

FINANCIAL PLANNER

A man in a suit and tie smiling for the camera.

Tom Mallini

CHIEF INVESTMENT OFFICER 

A woman in pink shirt smiling for the camera.

Melissa Land

DIRECTOR OF OPERATIONS

Emily Murphy

PARAPLANNER

GG Daly

OPERATIONS ADMINISTRATOR