Meet The Team Of Professionals At Menninger & Associates

michael.menninger@maaplanning.com

Michael Menninger is an Investment Advisor Representative with Cetera Advisor Networks LLC who provides his clients with financial products and services, always with his client's individual needs foremost in his mind.

Michael helps his clients pursue their financial goals through a hardworking, common-sense and detail-oriented approach to financial planning. He provides personalized service, builds lasting relationships, and maintains a disciplined, long term outlook. He uses his experience and wide-ranging business and educational background as a basis for creating financial plans unique to each client's goals and aspirations. Mike focuses in various areas of financial planning including, but certainly not limited to: investment planning, retirement planning and estate planning strategies; all with an emphasis on providing tax-efficient strategies and solutions.

Mike attended both the United States Naval Academy and Long Island University where he studied engineering, chemistry, marine science, and mathematics. After graduating summa cum laude, Mike applied his talents to corporate financial planning and the management of environmental projects.

In 2000, Mike turned his focus toward financial planning for individuals and small businesses. In 2003, Mike made it his priority to earn the prestigious CERTIFIED FINANCIAL PLANNER^TM certification from the American College in Bryn Mawr, Pennsylvania to further expand his knowledge in the field of financial planning. In January of 2007, Mike became an investment advisor representative with Voya, enabling him to provide financial products and services to his clients while maintaining the one-on-one relationships that he has developed and nurtured over the years. Mike is currently an Investment Advisor Representative with Cetera Advisor Networks LLC.

Since 2012, Mike has expanded his financial planning practice to include additional professionals. Subsequent to that, Mike established the new business entity called Menninger & Associates, which now includes a total of five employees, and is continuing to grow. 

Learn More About Michael

If you had a million dollars to spend, what would be the first thing you would buy?
I would invest it in a vacation home and put the rest in the bank.

What’s the most likely place people could find you on a Saturday night?
At home working around my house.

If you had the ability to travel back in time, what’s something you would tell your 18-year-old self?
Life goes fast, never forget to stop and smell the roses.

kyle.ryan@maaplanning.COM

Kyle graduated in 2019 from Temple University’s Fox School of Business with a concentration in Financial Planning. Before joining Menninger & Associates full-time in April 2019, Kyle completed a part-time internship where he learned to love the detail-oriented approach to financial planning solutions.

 His primary responsibilities revolve around assisting with the preparation of client meetings and research material, as well as tracking investments and other performance metrics.

 Kyle has obtained his Series 7 & 66 securities registration as well as his Life, Accident & Health Insurance License in Pennsylvania. In December of 2020, Kyle earned the prestigious CERTIFIED FINANCIAL PLANNER™ certification.

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If you had a million dollars to spend, what would be the first thing you would buy?
I would invest the majority of it, but keep some for spending.

What’s the most likely place people could find you on a Saturday night?
Out with friends or hanging out at my place.

Which would you pick: Living on the beach or living near the mountains?
Living on the beach for sure.

leah.nester@maaplanning.com

Leah joined Menninger & Associates as the Operations Manager in early 2018., bringing over three years experience in the financial services industry. Leah's experience also includes over 20 years of Customer Service and Office Management to the firm.  Leah's expertise in client services, as well as her technical knowledge and organizational skills, will be an asset to the firm in this time of growth. 

As of December 2018, Leah became a Licensed Notary Public. 

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If you had a million dollars to spend, what would be the first thing you would buy?
I would buy a brand new four door Jeep Wrangler with all the bells and whistles.

What’s the most likely place people could find you on a Saturday night?
On my couch watching Netflix with my dog.

Which would you pick: Living on the beach or living near the mountains?
Living on the beach!

If you had the ability to travel back in time, what’s something you would tell your 18-year-old self?
Take the 401k match any time it's offered.

*Not registered and cannot offer securities or investment advice.

ryan.keefe@maaplanning.com

Ryan is a 2017 graduate of the University of Delaware Alfred Lerner College of Business and Economics.  While pursuing his finance degree, Ryan interned for Northwestern Mutual gaining valuable first-hand experience networking and meeting with potential clients to discuss insurance and other planning strategies.

His primary responsibilities center around building financial plans for both clients and prospective clients, assisting clients in the use of our aggregation tool (E-Money), and other financial planning functions.

Ryan has obtained his Series 7 & 66 securities registration as well as his Life, Accident & Health Insurance License in Pennsylvania.

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If you had a million dollars to spend, what would be the first thing you would buy?
I would go on an extended vacation with friends.

What’s the most likely place people could find you on a Saturday night?
Most likely out in Philadelphia getting ready for an Eagles game the next day!

Which would you pick: Living on the beach or living near the mountains?
Living on the beach for sure.

If you had the ability to travel back in time, what’s something you would tell your 18-year-old self?
To not sweat the small stuff in life.

NICHOLAS.AZZARITA@MAAPLANNING.COM

Nick graduated in 2020 from Christopher Newport University with a degree in Economics. Before joining Menninger & Associates full-time in May 2021, Nick was a full-time manager at a micro-brewery where he was responsible for driving daily sales while working with financial data and reporting on the results.

His primary responsibilities revolve around assisting with the preparation of client meetings and research material, as well as tracking investments and other performance metrics.

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If you had a million dollars to spend, what would be the first thing you would buy?
I would invest 90% of it, and use the rest to help my parents buy a boat. 

What’s the most likely place people could find you on a Saturday night?
Spend time with friends or family.

Which would you pick: Living on the beach or living near the mountains?
I would live near the mountains. Snowboarding is a passion of mine and I would love to be able to do it every day.

*Not registered and cannot offer securities or investment advice.

nicholas.devito@MAAPLANNING.COM

Nick graduated in 2022 from Temple University’s Fox School of Business with a Finance and Financial Planning double major. Before joining Menninger & Associates full time in May 2022, he completed a part-time internship with our firm. The internship allowed Nick to gain valuable experience and familiarity with our firm, as well as gain an understanding of the wholistic financial planning approach we provide.

His primary responsibilities revolve around generating investment reports, assisting with the preparation of client meetings and research material, as well as tracking investments and other performance metrics.

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  If you had a million dollars to spend, what would be the first thing you would buy?                                                 I would invest most of it and do some traveling with the rest.

 What’s the most likely place people could find you on a Saturday night?                                                                     Either out with my friends or relaxing at my place.

 Which would you pick: Living on the beach or living near the mountains?                                                                  Living near the mountains, I have always enjoyed hiking and the outdoors.

 If you had the ability to travel back in time, what’s something you would tell your 18-year-old self?                      Put yourself out there and don’t be afraid to meet new people.

*Not registered and cannot offer securities or investment advice.

cHRIS.gonzalez@MAAPLANNING.COM

Chris graduated magna cum laude from West Chester University's marketing program in 2009.

Chris joined Menninger & Associates in July of 2018. He brings over eight years of experience in brand management as well as customer and supplier relations. His experience in marketing and advertising will be important towards the growth of the company.

Chris oversees branding, advertising, and promotional campaigns. He is also responsible for establishing positioning, identifying target audiences, and developing marketing plans with specific objectives across different channels and segments. Chris is also pivotal in the execution of the Financial Planning: Explained television show and podcast.

Learn More About Chris

If you had a million dollars to spend, what would be the first thing you would buy?
I would buy a brand new 30 foot fishing boat for deep sea fishing trips.

What’s the most likely place people could find you on a Saturday night?
At home with my wife and daughter, hosting family or friends.

Which would you pick: Living on the beach or living near the mountains?
Living on the beach.

If you had the ability to travel back in time, what’s something you would tell your 18-year-old self?
Don't take a single day for granted, life happens too fast.