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Together Team

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

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Jud Mallini Together Planning CERTIFIED FINANCIAL PLANNER™​

Jud Mallini, CFP®

FINANCIAL PLANNER

Lia Bertelson Together Planning CERTIFIED FINANCIAL PLANNER™​

Lia Mallini Bertelson, CFP®

FINANCIAL PLANNER

Tom Mallini Together Planning

Tom Mallini

CHIEF INVESTMENT OFFICER 

Melissa Land Together Planning

Melissa Land

DIRECTOR OF OPERATIONS

Emily Murphy, Together Planning

Emily Murphy

PARAPLANNER

GG Daly

OPERATIONS ADMINISTRATOR

Let's Do This. Together.

Enjoy your life and your work more, knowing that your needs will be met in the future. Feel confident in your plan, your finances, and your future.

LET'S TALK
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