Get to know a new kind of advisor

In 2001, we built The Mather Group from the ground up to put all of our experience and expertise to work for one purpose—the interests of our clients.

Within Wall Street firms, there is a culture of profits placed before a client’s best interest. Where advisors are pressured to sell products simply to increase revenue. We chose a new model by breaking away from Wall Street and created a culture focused on giving sound advice.

We also wanted to provide a complete retirement plan—including expert tax planning. For successful executives preparing for retirement, sound tax advice in combination with investment strategy is often their greatest need. Wall Street can’t do that.

By removing the pressure to sell products, and creating a total focus on serving clients, we’ve built a culture that attracts talented investment professionals who are service oriented, not profit-hungry. The Mather Group’s focus is on our clients and their success.

“The Mather Group’s focus is exclusively on our clients and their success.”
We believe in giving back to the communities we serve.
Learn about our commitment to philanthropy

Meet your team of dedicated professionals

Stewart Mather, CFP®

Founding Partner

Stewart founded The Mather Group out of a passion for providing clients with a clear road to retirement and ensuring them a fulfilling "second act." As Founding Partner, Stewart travels the country meeting with America’s top corporate executives, discussing comprehensive financial and tax planning strategies to help them reach their retirement goals. He also sets investment policy, directs portfolio management and oversees the firm’s ambitious growth strategy.

For the past two years, Stewart was named one of America's Top 1,200 Advisors by Barron's Magazine and listed on the Financial Times Top 300 Financial Advisers in the US. He attributes his firm's success and recognition first and foremost to their fiduciary standard, followed closely by his well-seasoned staff of financial, tax and legal professionals.

Stewart holds a BA from Denison University and an MBA in Finance from the Kellogg School of Management at Northwestern University. He also holds a CERTIFIED FINANCIAL PLANNER™ designation from Northwestern University. Prior to starting The Mather Group, Stewart established an outstanding track record as Senior Vice President and Senior Portfolio Manager at Morgan Stanley.

Michael A. Ryabik

Managing Partner

As Managing Partner, Michael develops new client relationships and implements retirement planning strategies for existing clients. He has a genuine passion for helping people achieve their financial goals and proven success in customizing the right investment solutions for retirees and corporate executives. Before joining The Mather Group, Michael served as a Relationship Manager to a diverse portfolio of clients at UBS Financial Services, Inc. and Morgan Stanley. Michael holds a BA in Marketing from Trinity International University.

Kevin Allman, JD, CFP®

Wealth Advisor

As a Wealth Advisor, Kevin manages our valuable client relationships by developing and implementing customized financial plans to meet our clients’ unique needs. Kevin holds a BA from Auburn University and a JD from Atlanta's John Marshall School of Law. He also holds a CERTIFIED FINANCIAL PLANNER™ ​designation through Emory University. Kevin is a member of the State Bar of Georgia, the Atlanta Bar Association and the Estate Planning Council of North Georgia. Prior to joining The Mather Group, Kevin worked with high net worth clients as a Trust Advisor at SunTrust Bank.

David Beutel, CFA®, CFP®, CEBS, AIF®

Sr. Portfolio Analyst

As a Senior Portfolio Analyst, David provides individual security, portfolio and macroeconomic analysis and recommendations to the team. He also oversees our proprietary risk analysis programs to support investment decisions. David is responsible for performance reporting, benchmark selection and modern portfolio theory statistics. He holds a BA from Stanford University and a master’s degree from Loyola Marymount. David  also holds a CERTIFIED FINANCIAL PLANNER™ designation, a Certified Employee Benefit Specialist designation from Wharton School of Management, an Accredited Investment Fiduciary® designation and is a CFA® charterholder. Prior to joining The Mather Group, David ran a successful financial services practice for nine years.

Dawn Cornwall

Sr. Relationship Manager

As a Senior Relationship Manager, Dawn directs retirement account rollovers, initiates cash disbursements, coordinates tax reporting, manages required minimum distributions, and handles all other client service operations. Dawn began her career working in the Commodities Division at Merrill Lynch. She later joined Bear Stearns where she worked with high net worth clients in the firm's Private Client Services division for nineteen years.

Conor Donohue

Client Associate

As a Client Associate, Conor provides a best-in-class client experience and supports the firm’s proprietary financial planning process by gathering client information and documentation. He consistently puts our client’s interest first and is committed to developing meaningful, long-term relationships. Conor holds a BA in Economics from the University of Illinois at Urbana-Champaign.

Christopher Fischer, CFP®

Sr. Wealth Advisor

As a Senior Wealth Advisor, Chris manages our valuable client relationships by developing and implementing customized financial plans to meet our clients’ unique needs. He holds a BA in Management Consulting from the University of Notre Dame and a CERTIFIED FINANCIAL PLANNER™ designation through Kaplan University. Chris joins The Mather Group from Edelman Financial Services where he served as a Financial Planning Associate Director, helping a wide range of clients with integrated financial planning and offering needs-based solutions.

Colleen Gearty

Sr. Communications Manager

As Senior Communications Manager, Colleen leads our internal and external communications efforts, drives brand awareness through media relations, and develops multi-channel marketing campaigns that resonate with current and prospective clients. Through strategic communications planning and execution, Colleen is strengthening our brand voice and reinforcing our value proposition across all external touch points. She joins us from JPMorgan Chase & Co. where she served as Communications Vice President. Colleen graduated Cum Laude from Loyola University Chicago with a Bachelor of Arts Degree in English.

Michael Hoare

Client Associate

As a Client Associate, Michael provides a best-in-class client experience and supports the firm’s proprietary financial planning process by gathering client information and documentation. He consistently puts the client’s interest first and is committed to developing meaningful, long-term relationships. Michael holds a BA in Economics from the University of Illinois at Urbana-Champaign.

Angelique Lund, JD, CPA

Sr. Tax & Estate Planning Strategist

As a Tax and Estate Planning Strategist, Angelique develops tax reduction and estate planning strategies for corporate executives and retirees. Her main area of focus is simplifying complex scenarios while maximizing after-tax cash flows. Angelique holds a BS in Accounting and Finance from Iowa State University, a JD from the University of Iowa College of Law and is a Certified Public Accountant. Prior to joining The Mather Group, Angelique worked as an attorney at a private law firm where she advised clients on estate planning, estate and trust administration and tax matters.

Erica Knight, CPA

Tax Planning Strategist

As a Tax Planning Strategist, Erica develops tax reduction strategies for corporate executives and retirees. With extensive experience in tax regulation, Erica simplifies complex scenarios while maximizing after-tax cash flows. Erica holds a BS in Accounting from California State University at Northridge and is a Certified Public Accountant. Prior to joining The Mather Group, Erica had ten years of public accounting experience with Grant Thornton LLP and RSM US LLP.

Stewart Magnuson

IT Systems Analyst

As an IT Systems Analyst, Stewart designs and develops new technology tools and enhanced data integrations that allow us to better serve our clients. He also oversees the maintenance and stability of our many technology platforms. Stewart holds a BS in Finance and Technology Management from Indiana University Kelley School of Business.

Gardner W. Mather

Business Strategy Manager

As a Business Strategy Manager, Gardner oversees the execution of our marketing plans, sales strategies and business development efforts. Gardner is a key component to our expansion initiatives, providing the team with vital market research as we grow our footprint. Gardner holds a BA in Communications from Benedictine University.

Richard Megica, CFP®, ChFC®

Sr. Wealth Advisor

As a Senior Wealth Advisor, Richard assists in managing our valuable client relationships by developing and implementing customized financial plans to meet our clients’ unique needs. He holds a BS in Interdisciplinary Studies from The University of Central Florida, a CERTIFIED FINANCIAL PLANNER™ designation and is a Chartered Financial Consultant®. Prior to joining The Mather Group, Richard was a Financial Consultant Vice President with Charles Schwab, and also served as a volunteer firefighter. 

Jake Miller

Client Associate

As a Client Associate, Jake provides a best-in-class client experience and supports the firm’s proprietary financial planning process by gathering client information and documentation. He consistently puts our client’s interest first and is committed to developing meaningful, long-term relationships.  Jake holds a BA in Communications and Media Studies from DePauw University.

Amanda Muse, CFP®

Wealth Advisor

As a Wealth Advisor, Amanda helps manage our valuable client relationships through the development and implementation of personalized financial plans to meet our clients’ unique needs. She holds a BA in Sociology from Louisiana Tech University, where she graduated Cum Laude, and a CERTIFIED FINANCIAL PLANNER™ designation from Rice University. Prior to joining The Mather Group, Amanda served as Associate Wealth Manager at Willis Johnson & Associates, helping corporate professionals reach their financial goals by providing comprehensive, client-centric advice.

Kristen Oziemkowski

Sr. Operations Analyst

As a Senior Operations Analyst, Kristen manages our day-to-day operations and technology platforms and identifies opportunities to enhance business processes and efficiencies to better serve our clients. Kristen holds a BA in Economics from the University of Michigan. Prior to joining the firm, Kristen served as Vice President and Project Manager at Bank of America Merrill Lynch, where she managed business and regulatory technologies for the bank’s currency rate division.

Moses Park

Client Associate

As a Client Associate, Moses provides a best-in-class client experience and supports the firm’s proprietary financial planning process by gathering client information and documentation. He consistently puts the client’s interest first and is committed to developing meaningful, long-term relationships. Moses holds a BS in Finance from the University of Illinois at Chicago.

James Perkins

Wealth Advisor

As a Wealth Advisor, James manages and strengthens valuable client relationships through the development and implementation of personalized financial plans tailored to meet their unique needs. He holds a BS in Finance from Rochester Institute of Technology and an MBA from the Kellogg School of Management at Northwestern University. Prior to joining The Mather Group, James served as a Client Relationship Manager at Northern Trust.

Adam Recker, CFA®, CFP®

Financial Planning Analyst

As Financial Planning Analyst, Adam assists the firm’s Wealth Advisors in identifying client’s investment goals and retirement needs, and developing and implementing personalized financial plans. He also supports our sales process by building out the financial planning framework and portfolio comparisons for prospective clients. Adam holds a BS in Finance from the University of Dayton, a Chartered Financial Analyst designation and is a CERTIFIED FINANCIAL PLANNER™. He joins The Mather Group from First Financial Bank in Cincinnati, Ohio where he served as an Investment Officer. 

Matthew Reed, CPA

Tax Planning Strategist

As a Tax Planning Strategist, Matthew develops tax reduction strategies for corporate executives and retirees. With extensive experience in tax regulation, he simplifies complex scenarios while maximizing after-tax cash flows. Matthew holds a BS in Accounting from Samford University’s Brock School of Business, a Master’s Degree in Accounting from Georgia College & State University and is a Certified Public Accountant. Matthew has over six years of public accounting experience with CBIZ MHM, LLC and McNair McLemore Middlebrooks & Co, LLC.

Ben Rosenberg

Client Associate

As a Client Associate, Ben provides a best-in-class client experience and supports the firm’s proprietary financial planning process by gathering client information and documentation. He consistently puts the client’s interest first and is committed to developing meaningful, long-term relationships. Ben holds a BS in Public Affairs with a concentration in Business from Indiana University.

Raymond Schenk, CFP®, ChFC®, CLU®, CTFA

Sr. Wealth Advisor

As a Senior Wealth Advisor, Raymond assists in managing our valuable client relationships by developing and implementing customized financial plans to meet our clients’ unique needs. He holds a BS in Business Administration from Rockford College, a CERTIFIED FINANCIAL PLANNER™ designation, is a Chartered Financial Consultant® and Life Underwriter®, and is a Certified Trust and Financial Advisor. Prior to joining The Mather Group, Ray was the Vice President & Investment Officer at Alpine Trust & Investment Group.

Brian M. Schmehil, CFP®, CRPC®

Sr. Wealth Advisor

As a Wealth Advisor, Brian manages our valuable client relationships through the development and implementation of personalized financial plans to meet our clients’ unique needs. Brian holds a BA in Finance from the University of Illinois at Urbana-Champaign, a CERTIFIED FINANCIAL PLANNER™ designation from Northwestern University and a Chartered Retirement Planning CounselorSM designation from the College for Financial Planning. Prior to joining The Mather Group in 2008, Brian worked with the University of Illinois Foundation, the independent fundraising and asset management division of the University of Illinois.

Adam Spector, CFP®

Client Associate

As a Client Associate, Adam provides a best-in-class client experience and supports the firm’s proprietary financial planning process by gathering client information and documentation. He consistently puts the client’s interest first and is committed to developing meaningful, long-term relationships. Adam holds a Bachelor of Science Degree in Financial Planning  and a CERTIFIED FINANCIAL PLANNER™ designation from the University of Illinois at Urbana-Champaign.

At The Mather Group, we believe in giving back to the communities we serve. These are some of the non-profit organizations we support.


The Mather Group

HOW SMART INVESTORS RETIRE™

  

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TMG Founder's Op-Ed Featured in Crain's Chicago Business https://t.co/AuZPjMsQt4 via @crainschicago