Our Team

At Together Planning, our mission is to help as many people as possible worry less and enjoy their lives more, through complete financial planning and thoughtful investment management strategies. We believe that everyone can benefit from a comprehensive financial plan to help guide their decisions, get the most from their resources, and achieve their goals.

Jud Mallini, CFP®

Financial Planner
904-476-7758
jmallini@togetherplanning.com

Lia Bertelson, CFP®

Financial Planner
470-443-1808
lbertelson@togetherplanning.com

Tom Mallini

Chief Investment Officer
tmallini@togetherplanning.com

Melissa Land

Director of Operations
352-247-8356
mland@togetherplanning.com

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