Our Team

The Mallard Financial Team

Mallard Financial Partners traces its roots back to Mallard Asset Management, which was originally founded in 1996. 

Mallard Financial Partners (or Mallard for short) has 4 divisions: Financial Planning, Investment Management, Operations, and Nonprofit. Our broad sets of skills and knowledge complement each other, making us more than the sum of our employees’ skills.

We believe that fostering a culture of trust and client-first decision making starts with having compassionate and empathetic employees.  

To learn more about an employee, click on their image below.

Board of Directors

L-R: Susan, Jacqie, Pam, and Paul.

Financial Planning Team

L-R: Alan M, Ed, Chris, Susan, Sean, and Nick.

Investment Team

L-R: Kenny, Paul, Joe, and Aaron.

Nonprofit Team

L-R: Pam and Carol.

Admin & Compliance Team

L-R: Carol, Pam, Alan C, Liz.

Operations Team

L-R: Brin, Jordan, Liz, Aaron, and Jacqie.

Joe Daigle, CFEI

CEO and Investment Analyst

Paul Baumbach, CFA

Chief Investment Officer

Susan Lehnerd, CFP®

Director of Financial Planning

Pam Baumbach, CFP®, IACCP®

Director Nonprofit Division and Chief Compliance Officer

Jacqie Thompson, AAMS®

Director of Operations

Ed Mink, CFP®

Financial Advisor

Alan Menase, CFP®

Financial Advisor

Sean Heidig, CFP®

Associate Financial Advisor

Carol Boncelet

Manager Nonprofit Division and Compliance Officer

Alan Coffey

Cybersecurity Officer

Liz Salt

Operations Clerk

Jordan Jones

Senior Operations Specialist

Aaron Snyder

Trading Specialist

You can check the background of Mallard and our investment professionals at FINRA's BrokerCheck.