portrait of Mac Mekawi

Focus Areas

  • Wealth strategies
  • Wealth protection strategies
  • Retirement savings strategies
  • Intergenerational planning
  • Estate and legacy strategies
  • Business owner considerations

Personal Interests

  • Volunteering
  • History and Museums
  • Technology
  • Book Collecting
  • Scuba Diving

Team Members

  • Christine Smatana
    Sr. Branch Office Administrator
  • Marilena Vitaterna
    Sr. Branch Office Administrator

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More to explore

Find your starting point

Find your financial starting point

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Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

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Setting your path

We use an established process to help you reach your goals.

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