Get to know a new kind of adviser

As an IT Systems Associate, Jason is responsible for working on our IT Solutions platform to support our fast-paced, growing business, helping establish and drive decision-making related to technology solutions, and supporting back-office operational and technology processes. He will also be helping the team with technology integration and process improvements as it relates to M&A transitions. Jason joins us after working as a Field Service Engineer for Apex Systems supporting all facets of the IT systems for the United Airlines terminal at O’Hare. He received his Bachelor of Science in Business Administration, Information Systems from Ohio State University.

As a Senior Wealth and Estate 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. In addition, Kevin maintains the Certified Estate Planner™ designation through the National Institute of Certified Estate Planners. Kevin is a member of the State Bar of Georgia, the Atlanta Bar Association and the Estate Planning Council of North Georgia. He also serves on the Board of Directors for the Financial Planning Association of Georgia. Prior to joining The Mather Group, Kevin worked with high net worth clients as a Trust Advisor at SunTrust Bank.

As a Senior Tax Associate, Tyler assists the firm's CPAs in providing comprehensive tax services and implementing tax strategies. He’s a recent graduate of Millikin University, where he received his Bachelor of Science Degree in Accounting, with a minor in Finance. He most recently served as Team Lead for Millikin University’s Tabor Investment Portfolio, actively managing a portion of the university’s Endowment Fund.  

As a Sr. Wealth Advisor, Rachel helps manage our valuable client relationships through the development and implementation of personalized financial plans to meet our clients’ unique needs. Rachel joined The Mather Group from Intrua Financial, where she supported a team that managed over $200M in AUM for 10+ years. Prior to Intrua Financial, she worked as a Branch Office Administrator at UBS Financial Services. Rachel holds a B.S. from Texas A&M University and a CERTIFIED FINANCIAL PLANNER™ ​designation. 

As a Trading Analyst, Sean is involved in daily trading activity, executing complex investment strategies, and managing accurate portfolio accounting and maintenance for all clients. He also focuses on model analysis and the utilization of portfolio management and trading systems. Prior to The Mather Group, Sean worked at Vertex Planning Partners as a Data Analyst. He earned his B.B.A  in Finance from The University of Iowa’s Henry B. Tippie College of Business. Sean also holds a Financial Data Professional Certification.

As Chief Executive Officer, Chris focuses on scaling The Mather Group nationally using his skills and expertise in strategic planning, organization design and structure, accelerated growth and innovation. He has built a national reputation for repositioning and growing companies, scaling businesses profitably, and leading major growth initiatives across multi-site environments that involve mergers and acquisitions, integrations and international business development. 

As a leader, Chris has the unique combination of industry expertise in financial technology, SaaS based software services, and digital marketing technology together with the business acumen to deliver high growth business results. Working closely alongside the entire TMG team, our goal and objective is to continue to build on the strong momentum driven by TMG’s core business.

He currently serves as a Board Director and Treasurer for Circle Urban Ministries in Chicago. Chris is also a Guest Lecturer at the University of Minnesota, Carlson School of Management. In 2017, he was named by Insights Success magazine as one of the 30 most creative CEO’s to watch as a passionate leader transforming ideas into innovation. Chris holds a BS degree from the University of Illinois – Chicago.  

As a Senior Wealth Advisor, Matt develops meaningful client relationships while building and implementing personalized financial plans to meet our clients’ unique needs. Matt joined us from Doyle Wealth Management where he served as Regional Director. He spent a majority of his career with a large national wealth management firm as both a Financial Consultant and Regional Planning Consultant. Matt is a graduate of The University of Florida where he received a degree in Economics. 

As Chairman of TMG Family Office, Steve leverages his incredible industry experience to provide individuals and families of significant wealth with comprehensive investment advisory and financial planning services. He leads the firm in delivering holistic, simplified and service-driven solutions to clients with unique and complex needs. Steve joined The Mather Group after serving as Founder and President of Berman Investment Advisors, a financial planning firm he established in 1992 and strategically grew to over $1 billion in assets under management. He began his career at Lloyd's of London, serving first as an Investment Analyst at their headquarters in London for three years, then as Name Partner for 18 years. Steve then co-founded Liberty Bank in South San Francisco, where he served as Investment Committee Chairman, Audit Committee Chairman and a member of their Loan Committee.

Steve holds a BA in Philosophy from Brandeis University in Waltham, Massachusetts and an MBA in Finance from Harvard University.

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.

Priscilla comes to The Mather Group from Resource Advisory Services, where she worked as an Associate Financial Advisor. Priscilla helps manage our valuable client relationships through developing financial plans and implementing customized, comprehensive financial solutions to meet their unique needs. She takes great joy in knowing that the advice she can offer, and the steps clients can take now, will set them up for healthier financial lives down the road.

Priscilla graduated with a Bachelor’s degree in Finance from the Lubbock Christian University. She also holds a Master of Science degree in Personal Financial Planning from Texas Tech University.

As a Client Associate, Max supports the firm’s proprietary financial planning process by gathering client information and documentation. He puts our client’s interest first and is committed to developing meaningful, long-term relationships. Max is a graduate of Indiana University’s Kelley School of Business, where he received his BS in Business with a concentration in Finance and International Business.   

As Senior Manager, Business Technology – Solution Architect, Kevin has the responsibility for the overall solution design, implementation, and execution of TMG’s tech stack including the consolidation and sunsetting of system and applications. Kevin works to develop principles, standards, and solution patterns to guide and govern the alignment  across the TMG organization. He also oversees Cybersecurity procedures and ensures that best practices and system are utilized. Prior to joining TMG, Kevin worked as a Solution Architect / Cybersecurity Analyst at Discover Financial Services. Kevin holds a BA in Computer Sciences from Robert Morris University.

As a Wealth Advisor, Randall helps manage our valuable client relationships through the development and implementation of personalized financial plans to meet our clients’ unique needs. Randall joined The Mather Group from Direct Energy, an electric and gas retail provider based in Houston, Texas. There he managed an analytics team focused on consolidating accounting estimates and forecasting future values for power and gas commodity deals. He holds his BBA in Finance and Master of Professional Accountancy from Stephen F. Austin State University. He also holds a CERTIFIED FINANCIAL PLANNER™ ​designation and is a Certified Public Accountant.

As a Salesforce Administrator, Grace is responsible for overseeing, implementing, and maintaining our Salesforce systems to drive efficiency within our corporation. Grace joins us from Hefren-Tillotson, Inc. in Pittsburgh where she was a Salesforce Administrator for the last year. Prior to working at Hefren-Tillotson, she worked at Piper Jaffray & Co. in Chicago as a Business Strategy Analyst in Fixed Income Services. Prior to working at Piper Jaffray, she worked at Key Private Bank in Cleveland as a Business Development Analyst. Prior to Key Private Bank, she worked at Jones Day in Cleveland as a Business Development and Communications Coordinator. She earned her B.A. in Art History from Bucknell University.

As a Wealth Advisor, Sean manages our valuable client relationships through developing financial plans and implementing customized, comprehensive financial solutions to meet their unique needs. Sean is a CERTIFIED FINANCIAL PLANNER™ practitioner and a graduate of Indiana University’s Kelley School of Business, where he received his BS in Business with a double major in Finance and Accounting. 

As a Client Associate, Morgan supports the firm’s proprietary financial planning process by gathering client information and documentation. She puts our client’s interest first and is committed to developing meaningful, long-term relationships. Morgan holds a BA in Economics with a minor in Informatics from The University of Illinois at Urbana-Champaign. 

As a Senior Tax Manager, Nga develops tax reduction strategies for corporate executives and retirees. Her main area of focus is simplifying complex scenarios for clients while maximizing after-tax cash flows. She joined The Mather Group from Baker Tilly Virchow Krause, where she was a Tax Manager for the last year. She earned her Bachelor of Arts in Chinese Language and Culture from National University, Hanoi, Vietnam. She completed her Master of Business Administration (MBA) from Southeastern Louisiana University and her Master of Legal Studies in Taxation (MLST) from San Francisco University. She is a Certified Public Accountant and holds the CFP® designation.

As a Wealth Advisor, Brandon manages our valuable client relationships through developing financial plans and implementing customized, comprehensive financial solutions to meet their unique needs. Prior to joining The Mather Group, Brandon worked as an Associate Financial Planner at Moss, Luse, & Womble. He also has prior tax experience at Saville, Dodgen, & Co and American Airlines. Brandon is a CERTIFIED FINANCIAL PLANNER™ practitioner and Certified Public Accountant. He also holds a BBA in Accounting from Baylor University.

As a Client Associate, Andrew supports the firm’s proprietary financial planning process by gathering client information and documentation. He puts our client’s interest first and is committed to developing meaningful, long-term relationships. Andrew holds a B.B.A in Finance from The University of Georgia.  

As a Trading Analyst, Josh is involved in daily trading activity, executing complex investment strategies, and managing accurate portfolio accounting and maintenance for all clients. He also focuses on model analysis and the utilization of portfolio management and trading systems. Prior to The Mather Group, Josh worked at Bank of America Merrill Lynch as a Wealth Management Advisor, Portfolio Manager. He earned his Bachelor of Science in Business from Indiana University’s Kelley School of Business. Josh also holds the CRPC® designation.

Bryan is responsible for overseeing the firm’s accounting operations, including managing payroll and cash flow requirements, documenting policies and procedures, monitoring financial conditions, and ensuring tax compliance at the Federal and State levels. He also manages financial integrations related to acquisitions. Bryan joined the firm following an eight-year career at PricewaterhouseCoopers, LLP, most recently serving as a Tax Manager focused on alternative investment funds. He holds his Bachelor of Business Administration from Loyola University Chicago, where he also obtained his Master of Science in Accountancy.

As a Client Associate, Cooper supports the firm’s proprietary financial planning process by gathering client information and documentation. He puts our client’s interest first and is committed to developing meaningful, long-term relationships. Cooper holds a B.S. in Business Administration, with a Major in Marketing and Minor in Finance, from The University of Nebraska-Lincoln. 

As a Client Associate, Ryan supports the firm’s proprietary financial planning process by gathering client information and documentation. He puts our client’s interest first and is committed to developing meaningful, long-term relationships. Ryan is a graduate of Michigan State University, where he received his BA in Economics with a minor in Insurance and Risk Management. 

As Director of Client Services, 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.

As a Client Associate, Lorenzo supports the firm’s proprietary financial planning process by gathering client information and documentation. He puts our client’s interest first and is committed to developing meaningful, long-term relationships. Lorenzo holds a Bachelor of Science in Financial Planning from The University of Illinois Urbana-Champaign.  

As a Senior Tax Manager, Emily develops tax reduction strategies for corporate executives and retirees. She simplifies complex scenarios for clients while maximizing after-tax cash flows. She joined The Mather Group from PricewaterhouseCoopers LLP where she served as a Tax Intern, Tax Associate, and Senior Tax Associate in their Financial Services group. There she provided tax compliance services to private equity firms, real estate companies, and hedge funds. She holds her Bachelor of Science in Accountancy from Miami University and is a Certified Public Accountant.

As a Wealth Advisor, Cody manages and strengthens valuable client relationships through the development and implementation of personalized financial plans tailored to meet their unique needs. Prior to joining TMG, Cody worked with Altair Advisers, LLC as a Consultant in their Chicago office, advising executives in all facets of their wealth management and financial planning needs. He received his Bachelor of Science in Financial Counseling and Planning from Purdue University with a Certificate in Entrepreneurship and Innovation, and is a CERTIFIED FINANCIAL PLANNER ™ practitioner.

As an Office Manager, Julie leverages more than a decade of experience in the financial services field to help manage the office and ensure smooth client interactions. Julie joined The Mather Group from Trinity Financial Advisors where she managed client information, databases, accounts payable and receivable, scheduled appointments, prepared reports and much more. Julie is dedicated to providing the best possible experience for clients.

As a Senior Wealth Advisor, Tommy manages our valuable client relationships by developing and implementing customized financial plans to meet our clients’ unique needs. Prior to joining The Mather Group, Tommy was the Director of Portfolio Management for Daniel Advisors and was responsible for the firm's investment process, due diligence and approval of the firm's investments, and implementation of client investment plans. Prior to joining Daniel Advisors, Tommy spent twenty-two years as a portfolio manager for private clients with Bank of America and as a investment officer with GenSpring Family Offices, a subsidiary of SunTrust Bank. Tommy particularly enjoys educating and mentoring successor generations about the use of wealth. After leaving GenSpring in 2012, Tommy enrolled at New Orleans Baptist Theological Seminary and completed his Masters of Arts in Theological Studies. Tommy has a BBA in Finance from the University of Georgia and an MBA from Georgia State University. He has been a CFA Charterholder and member of the Institute of Chartered Financial Analysts since 1997.   

As a Wealth Advisor, Elisa manages our valuable client relationships through developing financial plans and implementing customized, comprehensive financial solutions to meet their unique needs. Elisa joins us from Ellevest where she was a Financial Advisor and  was responsible for developing the Southern U.S. region. Prior to Ellevest, she was a Senior Wealth Advisor at Manske Wealth Management in Houston. She earned her B.S. in Biological and Physical Sciences from the University of Houston-Downtown. Elisa holds the CFP® designation and CRPC® designation.

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 BBA in Management Consulting from the University of Notre Dame and attained his CERTIFIED FINANCIAL PLANNER™ designation in 2012. 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.

Emily helps manage our valuable client relationships through developing financial plans and implementing customized, comprehensive financial solutions to meet their unique needs. She is a firm believer that expert advice for those looking to retire can cut through confusing information for families who are busy with their own lives. Prior to The Mather Group, Emily worked as an Advisory Assistant at Resource Advisory Services.

Emily graduated from Maryville College with a Bachelor of Arts in Biology. She also holds a Master of Science degree in Personal Financial Planning from Kansas State University.

As a Director of Investment Management, Michael is head of the Fixed Income department and serves on the investment committee. His responsibilities include: M&A investment integration, model design, model surveillance, creating and implementing bond methodology, bond surveillance, bond trading, and also manages bond ladders and exposures for clients. Michael joined The Mather Group from Morningstar where he served as a Fixed Income Methodology Engineer. Prior to Morningstar, he helped construct and implement bond rating calculation and surveillance models for S&P Global Ratings. Michael holds a BS from Indiana University, a Chartered Financial Analyst designation and is a CERTIFIED FINANCIAL PLANNER™ practitioner.

As Director - Washington, D.C. Complex, Bob helps develop new relationships with retirees, corporate executives, and our referral networks for the firm. He has a passion for educating clients and helping them achieve their financial goals. Bob joins us from Edelman Financial Engines in Alexandria, VA where he was a Director, Financial Planning for the last three years. Prior to holding this position, he was a Financial Planning Analyst with Edelman in Fairfax, VA. Prior to Edelman, he was a Financial Planning Analyst with ICMA-RC, Washington, D.C. He earned his Bachelor of Arts, Sociology from Randolph-Macon College. Bob also holds the CFP® designation.

As a Tax Associate, Andrea is responsible for assisting the firm’s CPAs in managing the tax planning needs of our high-net-worth clients. She holds a Bachelor of Science in Commerce and Business Administration from The University of Alabama, and a Master of Science in Accounting and Taxation from Florida Gulf Coast University.

As an Independent Advisor, Ken develops valuable client relationships and helps the team meet the unique needs for our clients. Ken joined The Mather Group after a successful career in oil and gas, including engineering, acquisitions, asset portfolio optimizations, and management. Ken holds a BS in Petroleum Engineering from Texas A&M University, where he graduated Cum Laude, and MBA from University of Texas of the Permian Basin. He is also a registered Professional Engineer in the State of Texas.

As a Portfolio Analyst, Jesse supports the development and application of portfolio and investment models. He works closely with the trading and advisory teams to coordinate the implementation of the financial planning and portfolio recommendations. Jesse joined TMG from Trinity Financial Advisors where he started after graduating in 2017 with a BBA in Finance from Loyola University Chicago.

As an Operations Associate, Eva is responsible for supporting back-office operational processes and helping establish and drive decision-making for technology solutions and operational processes for the firm. She maintains accurate portfolio accounting, billing, and CRM data for all clients/accounts across our various platforms, helps monitor model exposures and drift, works with Trading to execute daily trading activity, and ensures a smooth account transition process and accurate implementation of investment decisions, working closely with various departments within the firm. Eva joins us after working at Fisher Investments as an Investment Counselor in Camas, Washington where she served as the point of contact for 180 clients. She holds a Bachelor of Science in Finance with a minor in Communications from Florida State University

As a Client Service Associate, Michel supports client service operations. Michel joins The Mather Group from PartnersInWealth, where she worked as a  Client Service Associate and sought to enhance the client experience by providing resources and a high level of personal service to clients. Michel holds a Bachelor of Business Administration degree in Finance with a specialty in Personal Financial Planning and Corporate Entrepreneurship. She began her career in Financial Services working for several larger broker dealers, and then transitioned into a private wealth management role with a comprehensive planning approach.

As a Sr. Portfolio Analyst, Jon supports the development and application of portfolio and investment models. Jon works closely with the trading and advisory teams to coordinate the implementation of the financial planning and portfolio recommendations. He holds a BS in Business Administration from the University of Colorado, a Chartered Financial Analyst designation and is a CERTIFIED FINANCIAL PLANNER™ practitioner. Jon joined The Mather Group from his prior role as Portfolio Analyst at TIAA.

As a Client Services Associate, Ashley is responsible for supporting and managing operations processes and client service requests in our Knoxville office. She researches and responds to client and Wealth Advisor requests and works with custodial service teams to maintain accurate portfolio accounting data to resolve client account issues. Ashley also identifies opportunities for process improvement to enhance the client experience. Prior to The Mather Group, Ashley worked as Operations Manager at Resource Advisory Services.

Ashley graduated from the University of Tennessee with a Bachelor of Arts in Business Administration and Marketing.

As a Director of Wealth Management, Bryan oversees the management of new and existing client relationships in the TMG Knoxville office. He is involved in delivering comprehensive financial planning advice to clients, with a specific emphasis in retirement planning, tax planning/analysis, estate planning, and investment managements. Bryan helps to grow and develop junior advisors and aims to teach them to always be aware of the things important in clients’ lives. Prior to The Mather Group, Bryan was a Principal at Resource Advisory Services, where he provided comprehensive financial planning and long-term investment strategy advice to clients.

Bryan earned a Bachelor of Science in Finance from University of Tennessee and continues to learn through continued education provided by NAPFA and other professional organizations.

Robert has more than 30 years of experience collaborating with clients in an endeavor to help them achieve their financial goals. Robert's financial philosophy is based on equipping clients with the tools and perspective necessary to realize their life plan, regardless of life changing events, market fluctuations, or other future uncertainties. Robert is a CERTIFIED FINANCIAL PLANNER™, Registered Life Planner® and holds a Master's Degree in financial planning from The American College. Prior to joining The Mather Group, Robert was the Founder of RPH Financial Services Inc. 

As Director of Business Development, Brian helps develop new relationships with retirees, corporate executives, and our referral networks for the firm. He has a passion for educating clients and helping them achieve their financial goals. Before joining The Mather Group, Brian served as a Regional Director for Edelman Financial Engines and a Branch Manager at a large national wealth management firm. Brian holds a Bachelor of Science in Consumer and Family Economics from the University of Missouri- Columbia.

As a Senior Wealth Advisor, with over 15 years of experience; Ben manages our valuable client relationships by developing and implementing customized financial plans to meet our client’s unique needs. Ben joins us from Edelman Financial Engines where he served as a Financial Planning Director, helping a wide range of clients with integrated financial planning and offering needs-based solutions. Prior to that he spent time with a large national wealth management firm as a Financial Consultant, and at T. Rowe Price as a Branch Manager. Ben is a graduate of Michigan State University where he received a degree in Economics, and is a CERTIFIED FINANCIAL PLANNER™ practitioner.

As a Senior Wealth Advisor, Elliott develops meaningful client relationships while building and implementing personalized financial plans. He joined us from Halbert Hargrove where he served as a Regional Director. Prior to that, he spent time with Oakwood Capital Management. Elliott holds a BS in Political Science from Vanderbilt University and a MBA in Finance from The USC Marshall School of Business. 

As a client associate, Bella supports the firm’s proprietary financial planning process by gathering client information and documentation. She puts our client’s interest first and is committed to developing meaningful, long-term relationships. Bella joined The Mather Group from Trinity Financial Advisors and holds a Bachelor of Human Science in Family Financial Planning from Iowa State University.

As a Client Associate, Michael supports the firm’s proprietary financial planning process by gathering client information and documentation. He puts our client’s interest first and is committed to developing meaningful, long-term relationships. Michael holds a B.B.A in Business Economics and Finance from The University of Memphis. 

As a Tax Associate, Yingmin is responsible for assisting the firm’s CPAs in managing the tax planning needs of our high-net-worth clients. She holds a BBA in Accounting from The University of Houston and is currently pursuing a  Masters of Science in Accountancy from there as well. 

As Director of Operations, Mendi leverages more than a decade of experience in the financial services field to help manage the firm’s daily operations and business processes, with a focus on improving internal controls and identifying opportunities for efficiencies. Mendi joins The Mather Group from PartnersInWealth where she managed daily operations including finance, strategy, human resources, and compliance functions. Prior to PartnersInWealth, Mendi worked for Fidelity Investments where she was responsible for enhancing operational productivity and efficiency in the firm’s processes and improve the quality of services provided to customers. With a commitment to quality, Mendi seeks to provide the best possible end-to-end experience for every client. Mendi earned a Bachelor of Business Administration degree with a concentration in Finance from Texas Tech University.

As a Client Associate, Sam supports the firm’s proprietary financial planning process by gathering client information and documentation. He puts our client’s interest first and is committed to developing meaningful, long-term relationships. Sam is a graduate of The University of Iowa, where he received his B.B.A in Finance.

As a Wealth Advisor, Matt manages and strengthens valuable client relationships through the development and implementation of personalized financial plans tailored to meet their unique needs. Prior to joining TMG, Matt worked closely with high net worth individuals and families at Astraeus Advisers, LLC where he started in 2014.  Prior to Astraeus Advisers, LLC, Matt was a trader for five years trading in Fixed Income, Currency, Commodity, and Equity Futures markets.  Matt holds a BS in Finance from Indiana University and earned the Chartered Alternative Investment Analyst Certification in 2017. He also earned his  CERTIFIED FINANCIAL PLANNER™ certification in 2019. 

As Chief Compliance Officer, Maureen strategically collaborates with Stewart Mather and Chris Behrens to proactively grow the business, serves on the Leadership Team, and manages and coordinates all compliance activities for TMG. Maureen joins us after working at Diamond Hill Capital Management as Chief Compliance Officer of Diamond Hill Mutual Funds. Prior to Diamond Hill, she was Chief Compliance Officer at Rockbridge Capital.  Maureen has held additional Chief Compliance Officer roles with Mercer Investments and Fund Evaluation Group.  She earned her M.S. in Executive Leadership and Organizational Change from Northern Kentucky University, where she also received her B.A. in Organizational Leadership.  Maureen taught on the faculty of Northern Kentucky University as an Adjunct Professor. She also holds the Certified Securities Compliance Professional designation (CSCP) from the National Society of Compliance Professionals (NSCP). 

As a Senior Wealth Advisor, Will develops meaningful client relationships in the New York market, while building and implementing personalized financial plans. Will joined us from TIAA where he served as a Wealth Management Advisor. Prior to that, he spent time with a large national wealth management firm as both an Investment Representative and Financial Consultant. Will is a graduate of State University of New York at Albany with a degree in Spanish and Iberian Studies.

As a Client Associate, Amy supports the wealth advisors and team gather client information and documentation, as well as process client service requests. Amy is a Financial Paraplanner Qualified Professional™ and also has a background in Marketing and Business Administration from Northampton Community College. In addition, Amy has 10+ years prior experience as a Licensed Real Estate Professional and Marketing/Administrative Management. Prior to joining The Mather Group, Amy worked as RPH Financial's Client Service Specialist and Office Manager.  

As a Tax Manager, John develops tax reduction strategies for corporate executives and retirees. With more than 35 years of experience in tax regulation, he works to simplify complex scenarios while maximizing after-tax cash flows. John has his CPA and holds a Masters of Accountancy with a concentration in tax from Southern Illinois University, Carbondale.

As a Director of Tax Strategy, Michael develops tax reduction strategies for corporate executives and retirees. He simplifies complex scenarios for clients while maximizing after-tax cash flows. He joined The Mather Group from his role as Tax Accountant & Advisor for Flato, Williams & Patterson, P.C., a full-service accounting firm in Houston. There he provided tax strategies and support for high net worth individuals and business owners. He holds his Bachelor of Business Administration in Accounting from Baylor University and a CERTIFIED FINANCIAL PLANNER™ designation from Rice University.

As a Client Associate, Nicolette supports the firm’s proprietary financial planning process by gathering client information and documentation. She puts our client’s interest first and is committed to developing meaningful, long-term relationships. Nicolette holds a BS in Finance from De Paul University.

As President and Head of Mergers & Acquisitions, Patrick leverages his 20 years of industry experience to focus on our strategic growth initiatives. Prior to joining The Mather Group, he worked for a multi-family office in the Chicagoland area that specialized in alternative investments (hedge funds, private equity, oil and gas, timber, etc.) both domestically and abroad. During his 10+ years there he filled a number of roles from Director of Research and Client Service to eventually becoming the President. Patrick started his investment career at ABN AMRO as a bond analyst on a $5 billion short-duration bond fund. After a few years, he also assumed the role as relationship manager for a large number of the institutional clients.  Patrick was awarded the Chick Evans Scholarship to the University of Illinois at Urbana-Champaign where he earned a Bachelor of Science Degree in Finance. He is both a CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Analyst.

Prior to The Mather Group, David founded Resource Advisory Services in 1985 to offer fiduciary, fee-only financial planning for families, based on NAPFA standards. Over the decades, he has watched clients improve their lives as financial planning evolved into a profession. David finds great satisfaction in building personal relationships with clients.

David has a Bachelor of Science in Finance and MBA from University of Tennessee and has sat on a number of non-profit boards of directors, including NAPFA (National and South Region), NAPFA Treasurer, NAPFA Audit Committee, NAPFA Consumer Education Foundation Board of Trustees.

As a Senior Wealth Advisor, Nancy manages our valuable client relationships by developing and implementing customized financial plans to meet our clients’ unique needs. She began her career in financial planning at Harris Bank. She expanded her career and worked at RIA firms, servicing high net worth corporate executives, retirees, and university professionals and joined The Mather Group from Trinity Financial Advisors. Nancy has her B.A. in Liberal Arts from DePaul University and her M.B.A. in Financial Planning from Saint Xavier University. She is also NAPFA-Registered Financial Advisor.

As a Managing Director, Laura has long been an advocate for the individual investor. Prior to joining The Mather Group, Laura founded Barnett Financial to address the shortcomings she saw in the typical sales-oriented broker-client relationship.

Laura’s expertise as a financial planner is widely recognized in the industry, having been quoted in The Financial Times, The Washington Post, US News, and Austin Woman Magazine, among other publications. Laura has served on the National Board of the National Association of Personal Financial Advisors (NAPFA), as President and Chair of the Southern Region of NAPFA, and on the Board of the Brazos Valley Estate Planning Council. Laura is a NAPFA-Registered Financial Advisor, a CERTIFIED FINANCIAL PLANNER™ practitioner, an Investment Advisor Representative and a member of the Financial Planning Association.

Prior to founding Barnett Financial, Laura was a Financial Consultant at Merrill Lynch. There she earned the designation of Certified Financial Manager through the Donald T. Regan School of Advanced Financial Management. Laura also holds a BS in Economics from Texas A&M University.

As an Associate Financial Planner, Nathan manages our valuable client relationships through developing financial plans and implementing customized, comprehensive financial solutions to meet their unique needs. Nathan holds a Bachelor of Business Administration degree from Northwood University with concentrations in Entertainment, Sport, and Promotion Management & Advertising/Marketing. Nathan also holds his designation as a Chartered Retirement Planning Counselor (CRPC).  

As Senior Director of Tax and Estate Planning, 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.

As a Tax Manager, Kelley develops tax reduction strategies for corporate executives and retirees. Kelley joined The Mather Group from BT Wealth Management, LLC where he was a Financial Planner. Prior to BT Wealth Management, he was a Senior Tax Associate at Pathstone Family Office. Prior to Pathstone, Kelley worked at Bennett Thrasher, LLP as a Senior Associate and Associate serving high net worth individuals on the personal financial services tax team. He earned his Bachelor of Business Administration in Accounting and his Master of Accountancy from Georgia College & State University. Kelley is a CPA and holds the CFP® designation.

As a Senior Wealth Advisor, Joshua develops meaningful client relationships while building and implementing personalized financial plans to meet our clients’ unique needs. Joshua joined us from Charles Schwab & Co. Inc. in Lynnwood and Redmond, WA where he was a Vice President, Branch Manager. Prior to his Branch Manager position, he was Vice President, Financial Consultant with Charles Schwab in Salt Lake City, UT. Prior to Charles Schwab, he worked with Fidelity Investments in Scottsdale, AZ. Joshua earned his Bachelor of Science, Business Administration from Columbia College, Columbia, MO, and his Master of Business Administration (MBA) from the University of Utah. He also holds the Certified Wealth Strategist (CWS®) designation.

Over his nine-year tenure at TMG, Gardner has helped the firm implement and execute its sales growth initiatives. Joining TMG in 2011, Gardner initially worked with the Senior Partners of the firm on business development. As TMG grew, he migrated into a business strategy role where he generated growth and expanded services into new markets across the country. Currently as a Business Development Executive, Gardner leverages his skills and expertise to drive the firm's organic growth. To better execute the firm's sales growth initiatives, Gardner also spear-heads our Client Associate training and Mentorship Program. He holds a BA in Communication and Media Studies from Benedictine University. 

As a Wealth Advisor, Megan manages our valuable client relationships through developing financial plans and implementing customized, comprehensive financial solutions to meet their unique needs. Megan holds a BS in Business with a concentration in Financial Planning from University of Illinois at Urbana-Champaign. Megan is a CERTIFIED FINANCIAL PLANNER™ practitioner.

As Managing Director of Human Resources, Steve will leverage his 29 years of industry experience, including 14 years of people management, to develop and implement HR processes, formalize career paths for all TMG positions, assist with annual goal setting and help with talent recruitment. Prior to joining The Mather Group, Steve established an outstanding track record as a Wealth Management Vice President at UBS.

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. 

As a Client Associate, Dawson supports the firm’s proprietary financial planning process by gathering client information and documentation. He puts our client’s interest first and is committed to developing meaningful, long-term relationships. Dawson holds a B.S. in Finance from Georgia State University. 

As a Client Associate, Alexander supports the firm’s proprietary financial planning process by gathering client information and documentation. He puts our client’s interest first and is committed to developing meaningful, long-term relationships. Alexander holds a B.B.A in Finance from The University of Georgia.  

As Director of Wealth Management, 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.

As a Fixed Income Trader, Jenny is involved in model analysis, trade preparation, bond trading, portfolio reporting, monitoring portfolio exposures, bond surveillance, credit analysis, and utilizing portfolio management software. She joins The Mather Group from Northern Trust in Chicago where she was a Fixed Income Trade Analyst. Jenny earned her Bachelor of Business Administration in Economics from The University of Iowa.

As a Client Associate, Mark supports the firm’s proprietary financial planning process by gathering client information and documentation. He puts our client’s interest first and is committed to developing meaningful, long-term relationships. Mark holds a BA in Business Management with concentrations in Finance, Investing & Banking, and Risk Management & Insurance from The University of Wisconsin-Madison. 

As Director of Wealth Management, Jennifer's mission is to provide individuals and families with comprehensive and unbiased financial planning and wealth-management services. Jennifer strives to provide solutions for individuals' goals such as retirement, investment portfolio constructions, education, and living a fulfilling, balanced life. Jennifer is a CERTIFIED FINANCIAL PLANNER™. She graduated from Penn State University and also holds a Master's degree in Personal Financial Planning with a focus in Financial Therapy from Kansas State University. Prior to joining The Mather Group, Jennifer was a Financial Advisor at RPH Financial Services Inc. 

As a Client Associate, Bridget supports the firm’s proprietary financial planning process by gathering client information and documentation. She puts our client’s interest first and is committed to developing meaningful, long-term relationships. Bridget is a graduate of Indiana University’s Kelley School of Business, where she received her BS in Business with a concentration in Finance.

As Senior Director, Business Operations/Solutions, Kristen focuses on firm operations, transition management, and strategic planning. She is responsible for overseeing day-to-day trading and operations, planning and execution of M&A transition efforts, and developing and improving business systems, processes, and technology. She identifies areas of internal control improvement and implements business changes to create operational efficiencies and mitigate risk. Kristen holds a BA in Economics from the University of Michigan. Prior to joining TMG, Kristen served as Vice President and Sr. Project Manager at Bank of America Merrill Lynch, where she managed business and regulatory initiatives and technologies for the bank’s Global Rates division.

As a Wealth Advisor, Jason manages our valuable client relationships through developing financial plans and implementing customized, comprehensive financial solutions to meet their unique needs. Prior to joining TMG, Jason was a Lead Planner at Facet Wealth where he completed holistic financial planning for over 100 clients. Prior to Facet Wealth, Jason worked at SBSB Financial Advisors as a Manager - Client Advisor. Prior to SBSB Financial Advisors, he worked at Edelman Financial as a Financial Planning Analyst. Jason is a CERTIFIED FINANCIAL PLANNER™ practitioner and is CIMA® certified. He is also a graduate of the University of Rochester, where he received his BA in Financial Economics with a minor in Business. 

As a Wealth Advisor, Moses manages our valuable client relationships through developing financial plans and implementing customized, comprehensive financial solutions to meet their unique needs. Moses holds a BS in Finance from the University of Illinois at Chicago. He earned his CERTIFIED FINANCIAL PLANNER™ certification in 2019.

As a Wealth Advisor, Amy helps manage our valuable client relationships through the development and implementation of personalized financial plans to meet our clients’ unique needs. Amy joined The Mather Group from her role as Regional Director with Dimensional Fund Advisors in Austin, Texas. There she managed the Chicago territory of over 20 RIAs with an excess of $2 billion in assets under management. Amy holds her Bachelors of Business Administration in Business Honors and Finance and a Bachelor of Arts degree in Plan II Honors from the University of Texas at Austin. She also holds a CERTIFIED FINANCIAL PLANNER™ ​designation.

As a Sr. Trading Analyst, Frank is responsible for overseeing daily trading activity, executing complex investment strategies, and managing accurate portfolio accounting and maintenance for all clients. He also focuses on constructing and managing passive fixed income portfolios. Frank joined the firm from his role as a Financial Trader for Insight Securities. He holds a Bachelor of Science Degree in Finance and International Studies from the University of Missouri.

As a Sr. Client Services Associate, David supports the firm’s proprietary financial planning process by gathering client information and documentation. David is very passionate about helping the next generation avoid student loans and other financial mistakes. Prior to joining The Mather Group, David was the Operations Coordinator at Daniel Advisors. He graduated from Georgia Southern University with a degree in Sports Management and Minor in Business.

As a Senior 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.

Prior to joining The Mather Group, Bradley worked as a Service Advisor at Barnett Financial, and as an attorney in an Austin law firm where he focused on estate planning, probate, and taxation issues. Before moving to Austin, Brad worked in Dallas at PricewaterhouseCoopers on issues related to hedge fund and private equity taxation of individual partners. Brad also worked at Robertson, Griege and Thoele, where he provided investment management, employee benefit, tax and retirement planning advice to high net worth individuals, professional athletes, and business owners.

Bradley is a Certified Financial Planner™ and holds his BA, summa cum laude, MS in Personal Financial Planning, and JD from Texas Tech University.

As a Senior Wealth Advisor, Kerry manages our valuable client relationships by developing and implementing customized financial plans to meet our clients’ unique needs. He started his career in 2004 and has spent much of that time at a large national wealth management firm as a Financial Planning Consultant and Senior Account Executive working with high net worth clients. He most recently joined us from Mercer Advisors where he served as Regional Vice President. Kerry holds a degree in Business from Columbia College, and earned his CERTIFIED FINANCIAL PLANNER™ designation through Boston University. 

As a Client Associate, Ryan supports the firm’s proprietary financial planning process by gathering client information and documentation. He puts our client’s interest first and is committed to developing meaningful, long-term relationships. Ryan is a graduate of Indiana University’s Kelley School of Business, where he received his BS in Business.

As a Tax Manager, Dastan develops tax reduction strategies for corporate executives and retirees. He joined the team from Block Advisors, where he served as a Tax Advisor. Prior to that, he worked at Safer Foundation as an accountant. Dastan graduated from DeVry University with a Master of Accounting and Financial Management degree. 

As a Director of Investment Management, Adam assists the firm’s Wealth Advisors in identifying client’s investment goals and retirement needs. He works with clients and the trading team to implement personalized investment solutions. Adam also performs portfolio research and monitors our models. He holds a BS in Finance from the University of Dayton, a Chartered Financial Analyst designation and is a CERTIFIED FINANCIAL PLANNER™ practitioner. Adam joined The Mather Group from First Financial Bank in Cincinnati, Ohio where he served as an Investment Officer.

As a Director of Tax, 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.

As Director of Wealth Management, Jeff seeks to bring clients confidence and clarity about their financial future and leverages more than 15 years of comprehensive financial planning experience. Prior to joining The Mather Group, Jeff worked at PartnersInWealth and Prudential Financial where he honed his knowledge with some of the industry’s top experts. He earned a Bachelor of Business Administration degree from Western Michigan University, a Chartered Life Underwriter (CLU®) designation from The American College, and a Certified Financial Planner (CFP®) designation from the CFP Board of Standards.

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.

As a Director of Tax, Alejandra is responsible for identifying, developing and implementing tax planning opportunities for clients with a global tax profile. Alejandra joined The Mather Group from Ernst & Young, where she served in various tax-related roles of increasing responsibility for over 10 years. She is a Certified Public Accountant and earned both a Bachelor of Science Degree in Accounting and Master of Accounting, Tax from Brigham Young University.

As Director of Wealth Management, Brian plays an integral role in structuring the firm's financial planning best practices while also managing our valuable client relationships through the development and implementation of personalized financial plans. Brian holds a degree in Finance from the University of Illinois at Urbana-Champaign, a CERTIFIED FINANCIAL PLANNER™ designation from Northwestern University, and a Chartered Retirement Planning Counselor^SM designation from the College for Financial Planning. Prior to joining The Mather Group, Brian worked as an analyst at Morgan Stanley and was a manager at the University of Illinois Foundation, the independent fundraising and asset management division of the University of Illinois.

As a Tax Associate, Rebecca is responsible for assisting the firm’s CPAs in managing the tax planning needs of our high-net-worth clients. She holds a Bachelor of Science in Accounting and is working towards her Master of Accountancy from Purdue University Northwest.

As a Director of Tax, Julianne develops tax planning strategies for executives and retirees. Prior to The Mather Group, Julianne worked at Deloitte Tax, LLP, in Chicago where she was a Senior Tax Manager for 17 years. Prior to Deloitte, she was with Arthur Andersen LLP for 15 years. She earned her Bachelors in Accounting and her Masters Tax Accounting from the University of Illinois at Urbana-Champaign. Julianne is a Certified Public Accountant and is also a member of the American Institute of Certified Public Accountants (AICPA).

As a Senior Tax Associate, Ashley assists the firm's CPAs in providing comprehensive tax services and implementing tax strategies. Ashley joins us from Falgout & Associates, P.C. where she held over 14 years of service. Ashley holds an Associate in Science Degree from Richland College.

As a Client Associate, Matthew supports the firm’s proprietary financial planning process by gathering client information and documentation. He puts our client’s interest first and is committed to developing meaningful, long-term relationships. Matthew holds a B.S. in Finance from Central Michigan University. 

As a Tax Manager, Daniela develops tax reduction strategies for corporate executives and retirees. Daniela joined The Mather Group from BDO USA, LLP where she served as both a Tax Intern and Tax Associate, providing tax services support for individuals, trust and estates, and corporations. Daniela holds a Bachelor of Science Degree in Accounting from DePaul University and is an IRS Enrolled Agent. 

As a Wealth Advisor, Adam manages our valuable client relationships through developing financial plans and implementing customized, comprehensive financial solutions to meet their unique needs. Adam holds a Bachelor of Science Degree in Financial Planning and a CERTIFIED FINANCIAL PLANNER™ designation from the University of Illinois at Urbana-Champaign.

As a Trading Analyst, Rob is involved in daily trading activity, executing complex investment strategies, and managing accurate portfolio accounting and maintenance for all clients. He also focuses on model analysis and the utilization of portfolio management and trading systems. Rob joined TMG from Trinity Financial Advisors and prior to that he worked at Bank of America as a Portfolio Manager Associate. He earned his B.S. in Finance from Bradley University and a master’s in mathematics from UIC.

As a Client Associate, Claire supports the firm’s proprietary financial planning process by gathering client information and documentation. She puts our client’s interest first and is committed to developing meaningful, long-term relationships. Claire holds a BS in Finance from Miami University.

As a Client Associate, Amelia supports the firm’s proprietary financial planning process by gathering client information and documentation. Amelia works in the best interest of the client and is committed to developing meaningful, long-term relationships. Amelia received a BS in Finance from The Kelley School of Business at Indiana University Bloomington.

As a Client Associate, Nicole supports the firm’s proprietary financial planning process by gathering client information and documentation. She puts our client’s interest first and is committed to developing meaningful, long-term relationships. Nicole holds a B.S. in Finance from The University of Illinois Champaign-Urbana.  

As a Wealth Advisor, Brian manages our valuable client relationships through developing financial plans and implementing customized, comprehensive financial solutions to meet their unique needs. Brian has served as an Investment Advisor over the past five years and his previous experience also includes portfolio management and securities research. Brian holds a Bachelor of Arts Degree in Business Marketing from Ohio University, an Executive Certificate in Financial Planning from Duquesne University and a Certified Financial Planner designation.

As a Tax Associate, Dan is responsible for assisting the firm’s CPAs in managing the tax planning needs of our high-net-worth clients. Dan joins us from Moss Adams, LLP where she was a Tax Staff Accountant for a couple years. Prior to Moss Adams, she was a Tax Associate at Andersen, LLC. Dan holds a Bachelor of Business Administration in Accounting from The University of Houston and is a CPA candidate.  

As a Senior Tax & Wealth Advisor, Scott develops and implements customized financial plans and comprehensive tax strategies to meet our clients’ unique goals and objectives. With over 20 years of wealth management and tax services experience, Scott has an impressive track record of helping high net worth clients with complex tax, trust and estate planning support. Scott joined The Mather Group from a Houston-based independent wealth management firm where he was Director of Financial Planning for nine years. Prior to that he served in tax and wealth management roles at a handful of firms, including PricewaterhouseCoopers. Scott holds his BA and JD from University of Idaho and completed a Graduate Program in Taxation from University of Washington School of Law.

As a Wealth Advisor, Natalya manages our valuable client relationships through developing financial plans and implementing customized, comprehensive financial solutions to meet their unique needs. Natalya holds the CERTIFIED FINANCIAL PLANNER™ designation and a BA in Economics with a minor in Business from the University of Illinois at Urbana-Champaign. 

As a Wealth Advisor, Lucas helps manage our valuable client relationships through the development and implementation of personalized financial plans to meet our clients’ unique needs. Lucas joined The Mather Group from Pathstone where he worked as a Senior Advisor. Prior to Pathstone, Lucas was an Associate Client Manager at Cornerstone Advisors based in Bellevue, WA and worked out of their Alaska office. He earned his B.S. in Business from the Kelley School of Business at Indiana University. Lucas holds the CFP® designation. 

Jim has more than 35 years of experience in the financial services industry. In his career as a financial advisor, Jim has navigated numerous changes to tax code, stock market euphoria, and stock market busts. Prior to joining The Mather Group, Jim founded PartnersInWealth in 2000 where he focused on bringing straightforward, unbiased advice to financially successful households — bringing them peace of mind, security, and control in their financial future. Jim has been a member of the Financial Planning Association (FPA) since 1987 and the National Association of Personal Financial Advisors (NAPFA), the nation’s largest fee-only professional organization, since 1994.

As a Portfolio Analyst, Christian supports the development and application of portfolio and investment models. He works closely with the trading and advisory teams to coordinate the implementation of the financial planning and portfolio recommendations. Christian joins us from Interactive Brokers where he was a Financial Advisor Services Representative. Christian holds a BS in Economics with a minor in Business from The University of Illinois at Urbana-Champaign. He is also a CFA Level 2 candidate.

Prior to becoming a Managing Director at The Mather Group, John founded Trinity Financial Advisors in 2000 to offer fiduciary, fee-only planning to his clients. His focus for over three decades has been to help clients achieve their financial and life goals by integrating and optimizing their tax, financial and estate strategies and becoming their trusted advisor. John began his career in 1984 at The Ayco Corporation as an Analyst before spending eleven years at Deloitte working in their Executive Financial Counseling group. He then moved to Ronald Blue & Co. for four years until founding Trinity Financial Advisors, LLC. John holds a B.S. in Finance and an M.B.A. from Northern Illinois University.  He is a NAPFA-Registered Financial Advisor and a Registered Life Planner®.

As a Senior Tax Manager, Malumbe develops tax reduction strategies for corporate executives and retirees. He simplifies complex scenarios for clients while maximizing after-tax cash flows. Prior to joining The Mather Group, Malumbe provided tax compliance, planning, and consulting services for a variety of clients including privately held businesses and high net worth individuals at CBIZ MHM, LLC. He also has years of experience in real estate as a staff accountant for Acadia Homes, a residential builder and developer. Malumbe holds a Bachelor of Business Administration in Accounting, a Masters of Accounting with a specialization in taxation from Kennesaw State University, and is a Certified Public Accountant.  

As a Client Associate, Jacob supports the firm’s proprietary financial planning process by gathering client information and documentation. He puts our client’s interest first and is committed to developing meaningful, long-term relationships. Jacob holds a B.S. in Financial Planning from the University of Illinois Urbana-Champaign.