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.

Team Financial Advisor Retirement Planning Mallard Financial Partners Newark DE
Joe Daigle Financial Advisor Retirement Planning Mallard Financial Partners Newark DE

Joe Daigle, CFEI®

Chief Executive Officer

Susan Lehnerd, CFP Financial Advisor Retirement Planning Mallard Financial Partners Newark DE

Susan Lehnerd, CFP®

Director of Financial Planning

Pam Baumbach, CFP Financial-Advisor-Retirement-Planning-Mallard-Financial-Partners-Newark-DE

Pam Baumbach, CFP®

Director of Nonprofit Division and Chief Compliance Officer

Jacqie Thompson, AAMS Financial-Advisor-Retirement-Planning-Mallard-Financial-Partners-Newark-DE

Jacqie Thompson, AAMS®

Director of Operations

Paul Baumbach, CFA Financial-Advisor-Retirement-Planning-Mallard-Financial-Partners-Newark-DE

Paul Baumbach, CFA

Chief Investment Officer

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Disclosures

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