MMG Partners

 

 

Robert Mand, Esquire, Founding Partner

 

Bob established the firm in 1975 with a distinct purpose – to become a leading provider of customized retirement plan designs for successful business owners.  Now, more than 30 years later, Bob and his team of accomplished professionals have helped thousands of clients reduce their income tax by creating a retirement plan structure tailored to meet their individual needs.  Bob’s deep knowledge of how to navigate complex tax rules to customize retirement plan designs for business owners and partners of professional service firms has made him a welcome speaker for many accounting, investment advisor and business owner groups.  A consummate professional who has earned respect from colleagues and clients across the United States, Bob has received a peer-review AV© rating from Martindale-Hubbell©, the highest rating awarded for legal ability and professional ethics.  When not working, Bob is an award-winning photographer, author and avid reader.  He earned his undergraduate degree from the Wharton School at the University of Pennsylvania, then went on to earn a law degree from the University of Pennsylvania Law School and a Masters of Law in Taxation from New York University School of Law.


 

Kenneth Marblestone, Esquire, Partner

 

 

Ken is highly respected among colleagues and clients for his extensive knowledge of employee benefits. He is a sought after speaker who has presented to a wide array of distinguished groups, including the New York Institute of Taxation, the Tax Executives Institute, the New York State Bar Association, and the Pennsylvania Bar Institute. In addition, Ken has contributed articles to many professional publications, including the Journal of Pension Planning and Compliance, Taxation for Accountants and Taxation for Lawyers. His thorough competence and integrity have earned him a peer review AV © rating from Martindale-Hubbell ©, the highest rating awarded for legal ability and professional ethics. Currently, Ken serves on the Board of the ASPPA Benefits Council and is its immediate Past President. Outside the office, Ken has performed with many community theatre groups and serves on various boards of directors.  He graduated with honors from the University of Rochester and received his law degree from Harvard Law School. 


 

Lori B. Gordon, CEO, Partner

 

Since joining MMG, Lori has educated many business owners on how to customize their retirement plans in order to shelter more income, reward key employees, and control costs. Lori has an extensive background in management consulting for businesses of all sizes, allowing her to relate to the needs of owners. Her ability to respond to the challenges facing successful business owners has made her a welcome speaker at a wide range of professional events and trade association conferences. Not only is Lori able to show how a customized retirement plan is beneficial to owners, but she also demonstrates how a well-designed plan can lead to a variety of competitive business advantages: improved recruiting and retention, creative performance incentive programs, and optimal succession planning. Outside of the office, Lori maintains an active presence in the community through participation in several volunteer organizations and as a board member of the MidAtlantic Employers’ Association (MEA). She received her B.A. in Business Administration (cum laude) from Hope College. 


 

Ian Haring, Esquire, Partner

 

Ian began his career with MMG in 1996 upon graduation from Drexel University.  Ian's first role within the firm was as a Plan Analyst where he was responsible for all of the trust accounting for many of our clients.  Ian's quick mastery of the foundational elements led to his assumption of a Case Manager role within a year, where he eventually managed a client population of over 300; so many of you have had the opportunity to collaborate with Ian!  Ian progressed into a management role as we re-organized our technical staff into teams to create stability and efficiency for all of our clients.  Simultaneously, Ian attended law school at Temple University while working full time at MMG, graduating in 2004.   Prior to his promotion to Principal, Ian held the position of Executive Director, responsible for oversight of all of MMG's technical staff.  Ian has made many contributions to MMG during his 13 year tenure.  Ian's leadership and support to all of our staff allows the firm to continue to grow without sacrificing quality, and with the ability to plan for the future. As an attorney, Ian enables us to continue our unique tradition of combining in-house legal expertise with exceptional staff experience in complex plan design and annual consulting on the best options for each client. 

© Copyright 2010 The MandMarblestone Group LLC. All Rights Reserved. Privacy PolicyWeb Site design by NELiX, Inc