The Mallard Financial Team

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

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

Joe Daigle, CFEI

Chief Executive Officer

Susan Lehnerd, CFP®

Director of Financial Planning

Pam Baumbach, CFP®

Director of Nonprofit Division and Chief Compliance Officer

Jacqie Thompson, AAMS®

Director of Operations

Paul Baumbach, CFA

Chief Investment Officer

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© 2022 Mallard Financial Partners
750 Barksdale Road
| Newark, DE