The Team

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®

Director of Financial Planning

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

Jacqie Thompson, AAMS®

Director of Operations

Paul Baumbach, CFA

Chief Investment Officer

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Disclosures

Mallard Financial Partners is a tradename. All services provided by Mallard Financial Partners investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Mallard Financial Partners.
Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies.

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