Together Team

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

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Jud Mallini, CFP®

FINANCIAL PLANNER

Lia Mallini Bertelson, CFP®

FINANCIAL PLANNER

Tom Mallini

CHIEF INVESTMENT OFFICER 

Melissa Land

DIRECTOR OF OPERATIONS

John Abernethy, CFP®

FINANCIAL PLANNER

Gloria Daly

OPERATIONS ADMINISTRATOR