Our Team

Our team has amassed over 150 years of collective experience in the financial services and investment management industry.

This is important as every one of our clients benefits from our “full team approach.” This unique style not only sets us apart in the wealth advisory business, but it also ensures that you experience the very best of all of our skilled – and caring – professionals.

As wealth advocates for our clients and their families,

we provide finance guidance throughout their lives. The empathy and compassion of our people, our process and the very culture of our firm serve as an unwavering moral compass.

image of Todd Battaglia image of Todd Battaglia

Todd Battaglia

President & CEO
image of Sean O'Halloran, AWMA® image of Sean O'Halloran, AWMA®

Sean O'Halloran, AWMA®

Managing Partner
Director of Wealth Management
image of Hugo Calenzani image of Hugo Calenzani

Hugo Calenzani

Managing Partner
Chief Investment Officer
image of Karina Hinkelmann image of Karina Hinkelmann

Karina Hinkelmann

Senior Wealth Advisor
image of Scott Lam, CFP® image of Scott Lam, CFP®

Scott Lam, CFP®

Wealth Advisor
image of Mallory Mangrum image of Mallory Mangrum

Mallory Mangrum

Vice President, Chief Compliance Officer
image of Kevin B. McGann image of Kevin B. McGann

Kevin B. McGann

Vice President, Chief Operations Officer
image of Gigi Wright image of Gigi Wright

Gigi Wright

Office Manager
image of Amy Ortigosa image of Amy Ortigosa

Amy Ortigosa

Client Services Associate
image of Andres Bermudez image of Andres Bermudez

Andres Bermudez

Client Services Associate
image of Corey Knowles image of Corey Knowles

Corey Knowles

Client Services Associate
image of Scarlyn Leonardo image of Scarlyn Leonardo

Scarlyn Leonardo

Client Services Associate

Community Involvement

MG&A and our team members have supported many local and national charities including

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We also believe in giving back to our clients by offering free education accounts for minors.

It is our experience that education expenses represent the number one planning issue for young families and important goals for many grandparents. Our offer is a humble way of supporting the next generation to help them be prepared for the best future career opportunities by pursuing higher education without the burden of unexpected debt.