Our Team

Meet the people behind your plan.

Like a family, we care for our clients with respect, integrity, and a commitment to your success at every step of the retirement journey.

Maisch Financial Group is an independent retirement planning firm in Mount Laurel, New Jersey, guiding pre-retirees and retirees across South Jersey through the Purposeful Retirement Roadmap.
The Maisch Financial Group team
Who We Are

With the day-to-day details of managing wealth off your shoulders, you are free to expand your view of what is possible. Every day, every decade, and every step of the way, we serve as your guide and partner, always in your corner and looking for opportunities to help you build a more purposeful retirement.

Founded in 2012 and based in Mount Laurel, Maisch Financial Group is an independent firm built around comprehensive retirement planning. We work with pre-retirees and retirees across South Jersey who want more than investment management. They want a coordinated strategy and a team that knows them by name.

Comprehensive planning

Income, investments, taxes, health care, and legacy are coordinated into one retirement plan, not handled in isolation.

Independent and local

An independent South Jersey firm focused on your goals and your plan, not a corporate sales quota.

Purpose first

Every recommendation starts with your "why," so your finances reflect the life you actually want to live.

Our Team

A team that knows you by name.

Maisch Financial Group is a close-knit, independent team in Mount Laurel dedicated to helping people retire on purpose. From the people you speak with every week to the specialists working behind the scenes, everyone here has a hand in your plan.

Andrew Maisch

Andrew MaischCertified Financial Fiduciary®

Founder

Andrew Maisch is the Founder of Maisch Financial Group, a Certified Financial Fiduciary®, retirement income specialist, and recognized financial educator. Before beginning his career in financial services, Andrew attended the University of Georgia on an athletic scholarship for swimming. For more than two decades, he has helped individuals and families prepare for retirement by simplifying complex financial topics and developing strategies designed to help them retire with greater confidence.

Andrew's primary focus is retirement income planning, helping clients understand how Social Security, pensions, taxes, healthcare costs, and legacy planning fit together as they transition into retirement. He believes every retirement is unique and that thoughtful planning begins with listening before making recommendations.

Committed to financial education, Andrew regularly conducts retirement planning workshops throughout South Jersey, helping pre-retirees and retirees better understand the financial decisions they'll face in retirement. His educational work has been featured by NBC, ABC, CBS, and FOX network affiliates, as well as national financial publications including Yahoo Finance, MarketWatch, the New York Business Journal, the Philadelphia Business Journal, and Wall Street Select.

Andrew lives in Mullica Hill, New Jersey, with his wife, Tina. Together they have two adult children, Jillian and Christian. Outside the office, he enjoys spending time with his family, hiking, and traveling the world in search of beautiful beaches.

Christian Maisch

Christian MaischInvestment Adviser Representative

Director of Client Services

Christian Maisch is an Investment Adviser Representative and Director of Client Services at Maisch Financial Group. Since joining the firm in 2016, he has worked closely with individuals and families throughout every stage of the retirement planning process, helping coordinate financial planning, investment implementation, and ongoing client relationships.

Christian earned his bachelor's degree from Wilmington University and is committed to providing clients with thoughtful guidance, responsive service, and a personalized planning experience. He believes that successful long-term relationships are built on trust, clear communication, and attention to detail.

A lifelong South Jersey resident, Christian grew up in Mullica Hill and now lives in Mount Laurel with his wife, Monica, who is a registered nurse. Outside the office, he enjoys kayaking, biking, hiking, camping, and cooking Texas-style barbecue, especially slow-smoked brisket.

Tina Maisch

Tina Maisch

Director of Operations

Tina Maisch is the Director of Operations at Maisch Financial Group, where she oversees scheduling, client communications, community outreach, and marketing initiatives. Since joining the firm in 2019, she has played an integral role in creating the welcoming, organized experience clients have come to expect.

Before joining Maisch Financial Group, Tina spent more than 30 years as an elementary school teacher, dedicating her career to helping young students learn and grow. That same passion for serving others continues to shape the care and attention she brings to every client interaction.

Outside the office, Tina enjoys traveling, hiking, tending her vegetable garden, and volunteering with her certified therapy dog, Hazel. Together, they visit schools and local libraries, where Hazel helps young readers build confidence and develop a love of reading.

Colin McKenzie

Colin McKenzie

Client Service Associate

Colin McKenzie is a Client Service Associate at Maisch Financial Group, where he works closely with clients and the advisory team to help ensure every interaction is handled with care, accuracy, and responsiveness. He supports account servicing, client communications, and the day-to-day coordination that helps keep each client's financial plan moving forward.

Colin earned his Bachelor of Science in Economics from The Pennsylvania State University, with an emphasis in Macroeconomics, Money, and Banking. Prior to joining Maisch Financial Group, he worked at PGIM Global Services as an Investment Operations Analyst, supporting accounting and reporting for both public and private fixed income portfolios. His institutional experience provides a strong foundation of analytical thinking, attention to detail, and operational discipline.

Known for his dependable and team-oriented approach, Colin is committed to delivering exceptional service and creating a positive experience for every client.

Outside the office, Colin enjoys travel, spending time with family and friends, golfing, and cheering on Penn State athletics.

Investment & Advanced Planning Team

Our investment and advanced planning team works alongside us every day through our partnership with Triad Wealth Partners. They bring dedicated investment research, advanced planning, and back-office depth to your retirement strategy, and they are an integral part of how we serve you.

Brent Coggins

Brent Coggins

Chief Investment Officer, Triad Wealth Partners

Brent Coggins, MBA, is Chief Investment Officer of Triad Wealth Partners, leading the firm's overall investment strategy, including asset allocation, portfolio construction, security selection, and research. He has spent his career in financial services, most recently at a Kansas City trust and investment management company, where he served on the investment leadership team and oversaw fund research.

Scott Rinehart

Scott Rinehart

President & Chief Wealth Officer, Triad Wealth Partners

Scott Rinehart, CPA, is President and Chief Wealth Officer of Triad Wealth Partners, where he oversees the firm's strategic direction and its investment management, planning, and technology resources. He joined Triad in 2023 and previously built the firm's planning team as Chief Planning Officer. His focus spans tax optimization, retirement income, and advanced planning.

Mitch Hockenbury

Mitch Hockenbury

Vice President of Wealth Strategy, Triad Wealth Partners

Mitch Hockenbury, MBA, CFP®, RSSA®, RICP®, is Vice President of Wealth Strategy at Triad Wealth Partners and a military veteran. His financial career began in 1999, with advisory roles at firms including Ameritrade and Edward Jones before he founded 1440 Financial Partners in 2018. He focuses on personalized, tax-efficient planning built around protecting wealth and optimizing retirement income.

David Seufer

David Seufer

Vice President of Planning, Triad Wealth Partners

David Seufer, CFA®, CFP®, is Vice President of Planning at Triad Wealth Partners, where he supports the firm's financial planning function and helps advisors deliver coordinated income, tax, and retirement planning strategies for their clients.

Jackson Sheputis

Jackson Sheputis

Sr. Planning Specialist, Triad Wealth Partners

Jackson Sheputis, CFP®, is a Senior Planning Specialist at Triad Wealth Partners. He earned a finance degree from Valparaiso University, completed his Series 65 in 2021, and received his CFP® certification in 2023, following four years in financial planning in the RIA industry.

Triad Wealth Partners, LLC is a Registered Investment Advisor registered with the U.S. Securities and Exchange Commission. Triad Wealth Partners and Maisch Financial Group are independent of each other and maintain separate offices.

Let's Work Together

Ready to plan a retirement with purpose?

If you are ready to retire on purpose and ensure your finances support what matters most, we would love to help.

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