Bio
Ted Albrecht serves as a Wealth Advisor with MDL Wealth Management. He has over a quarter-century’s experience within the financial industry and earned his Certified Financial Planner designation in 2009.
Ted has a passion for helping clients develop a sound financial foundation so that they can live out their lives on their terms. He believes that financial success begins with an honest and open conversation about what and who is important to you with someone who takes your aspirations seriously.
Ted graduated from University of Wisconsin-Whitewater with a bachelor’s degree in Business Administration, majoring in Finance. He enjoys his pets, spending time with family and friends, all aspects of home design, and beach vacations.
Cody Capobianco
Investment Analyst
Ryan Simpson
Investment Operations Manager
Amanda Pasquale
Investment Operations Manager
Jason Sangekar CFA®
Managing Director, Capital Markets
Erin Moeller
Chief of Staff
Charles Britton
Strategic Partner & Advisor
Penny Phillips
President, Partner
Mark Lebida CFA®
Managing Director, Investments