Get to know a new kind of adviser

As a Senior IT Systems Associate, Jason is responsible for working on our IT Solutions platform to support our fast-paced, growing business, drive decision-making related to technology solutions, and facilitate back-office operational and technology processes. In addition, Jason assists in enhancing our hardware and software management efforts and improving the day-to-day IT support experience for our employees. Jason joined 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 The Ohio State University.

Thom’s strongest motivation as a financial planner is helping people live fulfilling lives. He joined The Mather Group in November 2021 with the acquisition of Allison Spielman Advisors (ASA), which Thom had founded in 1997. Prior to ASA, Thom was a Founding Partner at Financial Security Group. Thom became a CERTIFIED FINANCIAL PLANNER^TM professional in 1988. He earned his Bachelor of Arts degree in Marketing from Loyola University in Chicago and his MBA degree with an emphasis in Finance from the University of Wisconsin – Whitewater.

As Director, Wealth & Estate Planning, 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™ ​certification 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 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 Client Associate, Isabella supports the firm’s proprietary financial planning process by gathering client information and documentation. She puts our clients’ interest first and is committed to developing meaningful, long-term relationships. Isabella joined The Mather Group as a full-time employee in June 2022, after participating in our 2021 summer internship program. She earned a Bachelor’s degree in Finance from the Farmer School of Business at Miami University.

As a Senior 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. 

Bennett joined The Mather Group in 2022 with the acquisition of Barrow Asset Management, a registered investment adviser (RIA) firm where he was President. Bennett received his undergraduate degree from Sewanee: The University of the South in 2002 and went on to work in Madrid (Spain) and Santiago (Chile). He became a CERTIFIED FINANCIAL PLANNER^TM professional after completing the University of South Florida Financial Planner Program in 2011. Bennett also serves on the Board of Directors for High Risk Hope and for the St. Joseph’s Hospital Foundation, and he is the Vice Chairman of the Tampa Hillsborough Expressway Authority.

As a Senior Wealth Advisor, Tim manages our valuable client relationships by developing and implementing customized financial plans to meet our clients’ unique needs. Tim joined The Mather Group in August 2022, bringing over 14 years of industry experience. He spent the last 12 years working with Charles Schwab, most recently as Vice President, where he provided comprehensive financial planning, estate planning guidance, and long-term investment advice to high-net-worth households. Tim earned his Bachelor of Arts in Communication with a Minor in Business from Arizona State University. He is also a CERTIFIED FINANCIAL PLANNER™ professional and an Accredited Asset Management Specialist^SM.

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, his goal 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, being a passionate leader transforming ideas into innovation. Chris holds a B.S. 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 leveraged his incredible industry experience to provide individuals and families of significant wealth with comprehensive investment advisory and financial planning services. He led 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 its 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 its Loan Committee. Steve holds a BA in Philosophy from Brandeis University in Waltham, Massachusetts, and an MBA in Finance from Harvard University.

As a Wealth Advisor, James manages our valuable client relationships through developing financial plans and implementing customized, comprehensive financial solutions to meet their unique needs. Immediately prior to joining The Mather Group, James was a Senior Financial Planner with Ernst & Young. His previous experience includes roles as an In-Store Partner with Kraft Heinz, a Management Assistant with Enterprise Holdings, and a Bond Analyst Intern with FinMetrics. James earned his Bachelor of Science degree in Finance from The University of South Florida, and he is also a CERTIFIED FINANCIAL PLANNER^TM professional.

As a Client Associate, Suzanne supports the firm’s proprietary financial planning process by gathering client information and documentation and creating financial plans. She puts our clients’ interest first and is committed to developing meaningful, long-term relationships. She joined The Mather Group through the acquisition of Cedar Financial Advisors, LLC, where she served as a Client Services Manager. Prior to Cedar Financial Advisors, LLC, Suzanne was a CFO at Norway Labs, a Consultant at Malcolm Pirnie, a Senior Consultant at Integrated Utilities Group, and an Assistant Finance Director for the City of Vancouver, Washington. She earned a Master of Public Administration from Lewis & Clark College and a Bachelor of Science in Economics and Speech Communication from Willamette University.

As Managing Director, Head of Alternative Investments, Stephen applies his investment acumen and experience to assess and develop new investment offerings based on clients’ investment goals, risk tolerance, and retirement needs. He joined The Mather Group through the acquisition of HC Financial Advisors in August 2022, where he operated as the Chief Investment Officer and a Principal. Prior to HC Financial Advisors, he was a Senior Analyst of Zacks Investment Research, Senior Equity Analyst of Manning & Napier, and Principal of Wells Capital Management. Stephen earned his MS in Business and Finance and BS in Business and Management from San Diego State University. He also holds the Chartered Financial Analyst® designation, Chartered Alternative Investment Analyst® designation, and is a CERTIFIED FINANCIAL PLANNER™ professional. Additionally, Stephen is Co-Chair of the Member Programming Advisory Council of the CFA Society of San Francisco. 

Priscilla came 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 help 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.

After 15 years in corporate finance, audit and accounting, Tracy left corporate life to consult  with entrepreneurs interested in taking their financial operations to a higher level.  She was drawn to wealth management through this work where she recognized a void in client access to expertise and advice in the areas of retirement plans and employee benefits.  After earning her CFP certificate Tracy began her financial services career at Financial Strategy Network, where she developed a reputation for helping families and business owners identify and achieve their financial goals. Tracy holds a BS in Accounting from the University of Illinois at Urbana-Champaign, a CPA certification, and a Masters of Management in Finance from Northwestern University. Tracy is also a CERTIFIED FINANCIAL PLANNER™ practitioner.  

As a Senior Wealth Advisor, Randall develops meaningful client relationships while building and implementing 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 is also a CERTIFIED FINANCIAL PLANNER™ ​professional and a Certified Public Accountant.

As a Manager, Salesforce Administrator, Grace is responsible for overseeing, implementing, and maintaining our Salesforce systems to drive efficiency within our corporation. Grace joined The Mather Group in 2020, after spending a year as a Salesforce Administrator at Hefren-Tillotson, Inc. in Pittsburgh. Her prior roles include being a Business Strategy Analyst in Fixed Income Services at Piper Jaffray & Co. in Chicago; working at Key Private Bank in Cleveland as a Business Development Analyst; and working 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 Wealth Advisor, Morgan manages our valuable client relationships by developing financial plans and implementing customized, comprehensive financial solutions to meet clients' unique needs. Morgan holds a BA in Economics with a minor in Informatics from The University of Illinois at Urbana-Champaign. 

As a Client Services Associate, Jean is responsible for supporting and managing operations processes and client service requests in our San Francisco Bay area office. Jean joined The Mather Group in August 2022 with the acquisition of HC Financial Advisors, where she worked on a variety of service requests for clients, served as the in-house editor, and collaborated with the advisory team to prepare documentation for client meetings. She earned her Bachelor of Science in Magazine Journalism at San Jose State University. She also attained the Financial Paraplanner Qualified Professional™ designation.  

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 CERTIFIED FINANCIAL PLANNER^TM certification.

As a Trading Analyst, David is involved in daily trading activity, as well as executing complex investment strategies and managing portfolio accounting and maintenance for all clients. He joined The Mather Group in October 2022 after working as an Equity Trader for Trillium Management, LLC. David earned a Bachelor of Science in Finance and Computer Science from the Kelley School of Business – Indiana University.

Prior to becoming a Managing Director, Wealth Management at The Mather Group, Andy was the President, Senior Financial Advisor, and Principal of HC Financial Advisors. He was responsible for overseeing the firm’s growth and ensuring that each team member provided excellent service to clients. Prior to HC Financial Advisors, he was a Sales Director, Americas of Advantek, Inc., and President of Taping Systems California, Inc. Andy has a strong passion for helping others achieve their goals and considers financial planning as a mechanism to aid others in attaining their greatest returns on life. He earned his MBA in Finance from Santa Clara University and a BA in English and Religion from St. Olaf College. He also is a CERTIFIED FINANCIAL PLANNER™ professional and a Member of the Financial Planning Association (FPA).

As an Operations Manager, DeAnne is responsible for supporting back-office operational processes and helping to establish and drive decision-making for technology solutions and operational processes for the firm. Throughout her career, she has developed a passion for socially responsible investing. She joined the Mather Group in August 2022 through the acquisition of HC Financial Advisors, where she controlled new accounts and transfers, oversaw account setup and maintenance with custodians, and assisted the CIO with trading. Prior to HC Financial Advisors, DeAnne worked as an Assistant to V.P. of Sales at The Savant Group, Bond Strategist at Deutsche Banc Alex. Brown, and Registered Sales Assistant at Alex. Brown & Sons. She also holds a Chartered Mutual Fund Counselor™ (CMFC®) designation, Chartered SRI Counselor™ designation (CSRIC^®), and is a Notary Public.

As a Client Associate, Alex supports the firm’s proprietary financial planning process by gathering client information and documentation. He puts our clients’ interest first and is committed to developing meaningful, long-term relationships. Alex joined The Mather Group as a full-time employee in June 2022, after participating in our 2021 summer internship program. He earned a Bachelor of Science in Financial Planning with a minor in Business Administration from the University of Illinois at Urbana-Champaign.

As a Client Associate, Chris supports the firm’s proprietary financial planning process by gathering client information and documentation. He puts our clients’ interest first and is committed to developing meaningful, long-term relationships. Chris joined The Mather Group as a full-time employee in June 2022, after participating in our 2021 summer internship program. He earned a Bachelor of Science in Financial Planning with a minor in Leadership Studies from the University of Illinois at Urbana-Champaign.

As a Senior Wealth Advisor, Kelly helps manage our valuable client relationships through the development and implementation of personalized financial plans to meet our clients’ unique needs. Kelly joined The Mather Group in 2022, bringing more than 20 years of experience. Immediately prior to TMG, Kelly spent seven years as the Owner/President at two privately held businesses, Carpenter Financial, Inc. (a registered investment adviser) and Carpenter CPA Services PC. His previous roles include being an Independent Tax Consultant, an Associate with Leavitt Siegal, and a Client Manager, Tax Senior, and Network Manager with Medical Business Consultants. Kelly earned a Bachelor’s degree in Accountancy from Western Michigan University. He is also a CERTIFIED FINANCIAL PLANNER^TM professional and a Certified Public Accountant.

As a Senior Trading Associate, Josh is involved in daily trading activity, executing complex investment strategies, and managing 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.

As a Tax Associate, Samantha is responsible for assisting the firm’s CPAs in managing the tax planning needs of our high-net-worth clients. She earned her Bachelor of Science in Business with a concentration in Accounting/Finance and Administration from Indiana University Northwest.

As an Assistant Portfolio Manager, Municipal Fixed Income, Nolan monitors and analyzes the municipal credit market while assisting in the construction of fixed income models and bond ladders. Nolan joined The Mather Group in May 2022, bringing more than seven years of municipal credit experience. Most recently, he was an Assistant Vice President, Municipal Credit, at Conning. Previously, he was a Home Services Specialist at Bank of America. Nolan earned a Bachelor of Arts in Economics and an MBA with concentrations in Finance and Management from the University of Connecticut. He is also a member of the National Federation of Municipal Analysts.

 As a Tax Manager, Bridget develops tax reduction strategies for corporate executives and retirees. Bridget joined The Mather Group in September 2022, bringing over 20 years of industry experience. Immediately prior to the Mather Group, she worked as a Manager at Ostrow Reisin Berk & Abrams, Ltd. Her previous experience includes roles as an Accountant of Wineberg Solheim Howell & Shain, P.C., a Senior Financial Accounting Analyst at Schiff Hardin, and an Accountant at The Kaplan Partners. Bridget earned her Bachelor of Science in Mathematics from the University of Notre Dame and her Master’s degree in Taxation from DePaul Driehaus College of Business. She also is a Certified Public Accountant.

As a Client Services Associate, TJ supports the firm’s proprietary financial planning process by gathering client information and documentation. TJ joined The Mather Group in 2022, bringing 25 years of client-service experience from legal and portfolio management firms. She puts our clients’ interests first and is committed to developing meaningful, long-term relationships.

As a Junior Compliance Analyst, Adam assists the Compliance team with regulatory oversight across the firm. Adam joined The Mather Group in June 2022 after graduating from the Williams College of Business at Xavier University. He earned a Bachelor of Science in Business Administration with a major in Finance.  

As Senior Director, 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 19 years.

As a Senior Portfolio Analyst, Mauricio supports the development and application of portfolio and investment models. He works closely with the trading and advisory teams to coordinate the implementation of our financial planning and portfolio recommendations. Mauricio joined The Mather Group in December 2021 with the acquisition of Eugenias Advisory Group (EAG), where he had been working since 2018. Prior to EAG and business school, Mauricio was a Portfolio Implementation Associate for Vanguard. During business school at Vanderbilt, he managed an investment portfolio for the Tennessee Valley Authority, the largest public utility provider in the United States, where he was recognized with a portfolio management award for exceeding his goals in generating income for energy cleanup projects. Mauricio holds a Bachelor of Science degree in Economics from Arizona State University’s W.P. Carey School of Business, earned a Master’s in Business Administration with a concentration in Finance from Vanderbilt’s Owen Graduate School of Management, and received a Certificate in ESG (Environmental, Social, and Governance) Investing through the CFA Institute. He is also a CERTIFIED FINANCIAL PLANNER^TM professional, a CFA Level II candidate, and a member of the National Association of Personal Financial Advisors (NAPFA) and the CFA Society of Nashville.

As Senior Client Advisor, TMG Family Office Sara is responsible for facilitating client service for the firm’s Family Office clients. This includes gathering client information and documentation, managing investment account administration, and collaborating with internal and external partners. Prior to joining TMG, Sara gained experience as an Administrative Assistant for various companies in the retail, hospitality, and financial industries. She earned her Bachelor of Science in Mathematics degree from the University of Utah.    

As a Tax Associate, Yasmin is responsible for assisting the firm’s CPAs in managing the tax planning needs of our high-net-worth clients. Prior to working at TMG, she worked as a Finance Intern at Hapag-Lloyd AG, where she assisted the logistics team in day-to-day operations and processing reports. Yasmin earned a Bachelor of Business Administration with a concentration in Finance from Georgia Gwinnett College.

As Managing Director, Head of Mergers & Acquisitions and Corporate Development, Vince leverages his 14 years of industry experience to focus on our strategic growth initiatives. He joined the Mather Group in September 2022, following a ten-year career at UBS Investment Bank, where he most recently served as an Executive Director focused on financial institutions. Prior to UBS Investment Bank, he was a Senior Analyst, Corporate Development at Lincoln Financial Group, where he conducted quantitative and qualitative research and analysis for M&A and divestiture opportunities. Vince earned his BA from Cornell University, where he was a Meinig Family Cornell National Scholar, and an MBA in Financial investing and Corporate Finance from Cornell’s Johnson Graduate School of Management.

As a Client Associate, David supports the firm’s proprietary financial planning process by gathering client information and documentation. He puts our clients’ interest first and is committed to developing meaningful, long-term relationships. David joined The Mather Group as a full-time employee in August 2022, after participating in our 2021 summer internship program. He earned a Bachelor’s degree in Finance from the Kelley School of Business at Indiana University.  

As a Wealth Advisor, John manages our valuable client relationships through developing financial plans and implementing customized, comprehensive financial solutions to meet clients’ unique needs. John joined The Mather Group in May 2022, bringing eight years of experience. He was previously a Financial Planner with Soundmark Wealth Management, LLC. John received a Bachelor of Arts in Finance degree from Penn State University, and he is also a CERTIFIED FINANCIAL PLANNER^TM professional.

As Chief Marketing Officer, Kate works with functional leaders across the firm to develop, execute, and lead all marketing initiatives in support of TMG’s vision, mission, and strategic initiatives for future growth. Kate joined us after spending 11 years with RMB Capital, where she was a Partner and Chief Marketing Officer. Prior to RMB, she was a Strategy Associate for Greenhouse Partners, a brand consulting and communications firm. Kate earned her Bachelors in Business Administration degree from the University of Wisconsin-Madison and her MBA from the University of Colorado at Denver.   

M.C. started her financial services career in 1986, hired by her friend and mentor Karen Glikman to join a boutique financial planning firm in San Francisco CA with a diverse clientele, including young professionals, LGBTQ singles and couples, women-led households, small business owners, and many others from different walks of life. In 1992, Karen invited M.C. to join Glikman Associates to manage daily operations and M.C. later earned her CFP designation to help build and manage the Glikman client relationships. M.C. brings many years of experience and empathy, providing continued translations of facts and figures into meaningful, empowering conversations.

 A native of France, M.C. immigrated to the U.S. at age 10. The first in her family to attend college, she holds a B.A. in French literature, and earned a California teaching credential, from College of Notre Dame (now Notre Dame de Namur University) in Belmont, CA. M.C. also holds a CERTIFIED FINANCIAL PLANNER™ designation.

As a Director, Tax, Emily develops tax reduction strategies for corporate executives and retirees. She simplifies complex scenarios for clients while maximizing after-tax cash flows. Emily also assists with the tax compliance services to our Family Office clientele. 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 a Senior Financial Associate, M&A and Corporate Development, Jeremy directly supports the M&A team by providing market and industry research and individual company analytical summaries. He also assists TMG’s Executive Management Committee and the Board of Directors in further developing, shaping, and executing our growth strategy to build substantial value. Immediately prior to TMG, Jeremy was an Investment Banking Associate with Uplift Partners. His previous experience includes roles as a Private Wealth Analyst with BMO Wealth Management, a Portfolio Counselor with Osborne Partners Capital Management, LLC., and an Investment/Financial Consultant with Fidelity Investments. He earned his Bachelor of Arts in Economics at California State University, Stanislaus, and a Master of Business Administration at The University of Chicago’s Booth School of Business. He also is a CERTIFIED FINANCIAL PLANNER™ professional.

As a Controller, Michael oversees the firm’s accounting process, including accounts receivable, accounts payable, and payroll. He also prepares reports that summarize and forecast business activities and financial positions related to income, expenses, and earnings. These reports provide insights that help drive operational efficiency and aid in our continued growth.

Michael came to TMG with 25 years of finance and operations experience in the financial services, retail, wholesale, and manufacturing industries. Most recently, he was Principal and Controller at Cerity Partners, LLC. His prior roles include Controller and Assistant Compliance Officer at Executive Monetary Management, as well as Chief Operation Officer and Chief Financial Officer at CTG Athletics. He spent 10 years in increasingly senior roles at Loehmann’s, where he started as Manager of Accounting and worked up to Director of Finance. His early career consisted of Staff Accountant positions with Eastern Lobby Shops, Bally of Switzerland, and James M. Elting, CPA.

Michael earned his Bachelor of Science in Accounting from Mercy College in Dobbs Ferry, New York.

Velda has spent her entire career in financial services, with the last 30 years concentrated in financial planning and investments. Velda joined The Mather Group in December 2021 with the acquisition of Eugenias Advisory Group (EAG), which she founded in 2008. EAG was formed when Velda spun off from a five-year partnership of Cedarholm & Eugenias, another registered investment advisory firm. Previously, Velda was an investment officer at a national bank for nine years. She is dedicated to education and believes that staying abreast of new laws, regulations, and rules is the backbone of what enables an advisor to meet a client’s needs. Velda has contributed to the “Jump Start Your Retirement” series in Kiplinger’s magazine, served on various leadership boards/committees for National Association of Personal Financial Advisors (NAPFA), and been a frequent guest lecturer on financial planning topics at the University of Alabama, where she earned a Bachelor of Science degree in Human and Environmental Sciences. She is also a graduate of the College of Financial Planning in Denver and a CERTIFIED FINANCIAL PLANNER^TM professional.

As a Salesforce Administrator, Zahra implements solutions and maintains functionality in Salesforce, helping to drive efficiencies in our business. Zahra joined The Mather Group in April 2022, bringing more than six years of experience as a Salesforce Administrator with various businesses including Waterlogic USA. Zahra received a Master’s degree in English Literature from the University of Punjab in Pakistan.

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 Director, Business Development, Chris helps develop new relationships with retirees, corporate executives, and our referral networks for the firm. He holds a BBA in Management Consulting from the University of Notre Dame and attained his CERTIFIED FINANCIAL PLANNER™ mark in 2012. Chris joined 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 Managing Director, Head of Fixed Income, Michael assists the firm’s Wealth Advisors in identifying clients’ investment goals and retirement needs. His responsibilities include M&A investment integration, multi-asset model development and implementation, bond ladder methodology, and Family Office investment management. Michael is also a member of the Strategic and Operational Investment Committees and co-author of TMG’s Quarterly Market Updates and other thought leadership pieces. 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 earned a BS from Indiana University, holds the Chartered Financial Analyst® designation, and is a CERTIFIED FINANCIAL PLANNER™ professional.

As a Trading Analyst, Eli is involved in daily trading activity, as well as executing complex investment strategies and managing portfolio accounting and maintenance for all clients. He joined The Mather Group in August 2022 after working as an Investment Professional at JP Morgan Chase. His previous experience includes roles as a Trader at Camelot Portfolios, Kore Trading, and Eagle Market Makers. Eli earned a Bachelor of Arts in Business Administration from Dominican University. 

Karen began her career in the financial services industry in 1983 after her Certified Financial Professional personally asked her to join him in his firm. She spent the next 7 years helping to build a boutique firm that specialized in serving a very unique and diverse San Francisco clientele. In 1990, Karen established Glikman Associates in Marin County, CA in order to continue helping clients achieve their financial goals.  She holds a BA and MA in Anthropology from San Francisco State University and often refers to herself as a “practicing financial anthropologist."

As a Senior 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 a Senior 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 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 helps to ensure a smooth account transition process and accurate implementation of investment decisions, working closely with various departments within the firm. Eva joined 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 Wealth Advisor, Logan manages our valuable client relationships through developing financial plans and implementing customized, comprehensive financial solutions to meet their unique needs. He was drawn to the wealth management industry because of the opportunity to build relationships with and help better the lives of individuals through his work. Logan joined The Mather Group in December 2021 with the acquisition of Eugenias Advisory Group, where he had been working since 2017. He graduated with honors from Western Kentucky University's Gordon Ford College of Business, with a Bachelor of Science degree in Finance and a Certificate of Financial Planning. He is also a CERTIFIED FINANCIAL PLANNER^TM professional and a member of the National Association of Personal Financial Advisors (NAPFA).

As a Senior Wealth Advisor, Matthew helps manage our valuable client relationships through the development and implementation of personalized financial plans to meet our clients’ unique needs. Matthew joined The Mather Group in January 2022, bringing more than 10 years of industry experience. Most recently, he served as Senior Manager, Private Client Advisor at Schwab Private Client. Matthew’s previous roles included being a Wealth Manager at USAA and a Retirement Relationship Manager at Fidelity Investments. Matthew earned a Bachelor’s degree in Financial Services from the University of North Texas and a Master’s degree in Personal Financial Planning from the College of Financial Planning in Denver. He is also a CERTIFIED FINANCIAL PLANNER^TM professional.

As a Project Manager/Business Analyst, Stephanie manages M&A integration and other critical projects that increase efficiency in the TMG business processes. Stephanie joined The Mather Group as a full-time employee in July 2022, bringing over twenty years of experience in the financial services industry. Prior to The Mather Group, she established a consulting firm, Alpha Operations Consultants, Inc., that worked directly with independent fee-only registered investment advisers (RIAs) to deliver projects. Her work there consisted of integrating back-office operations and advising RIAs on performance reporting to improve their processes. Prior to Alpha Operations Consultants, Stephanie was a VP of Operations at an Austin-based fintech startup. Stephanie earned her Master in Business Administration with a concentration in Finance and a B.A. in Economics from the University of Texas at Austin. She has certifications as a Project Management Professional (PMP) and a Certified ScrumMaster.

As a Client Services Associate, Pavla is responsible for supporting and managing operations processes and client service requests in our Bellevue office. She joined The Mather Group in November 2021 with the acquisition of Allison Spielman Advisors (ASA), where she served as the main point of contact for clients and business partners and also provided administrative support for the ASA team. Prior to ASA, Pavla spent 13 years working for the City of Bellevue as both a Service First Coordinator and an Employee Transportation Services Coordinator, providing a variety of services to Bellevue residents. Pavla earned her undergraduate degree in Global Studies from The University of Washington.

As a Director, Investment Management, John assists the firm’s Wealth Advisors in identifying clients’ investment goals and retirement needs. He works closely with the trading and advisory teams to coordinate the implementation of financial planning and portfolio recommendations. He is a member of the Operational Investment Committee, contributes to thought leadership pieces, and assists with the onboarding and transitioning of new partner firms. John joined The Mather Group following his prior role as Portfolio Analyst at TIAA. He earned a BS in Business Administration from the University of Colorado, holds the Chartered Financial Analyst® designation, and is a CERTIFIED FINANCIAL PLANNER™ professional. 

After 20 years working in institutional investment management in Boston, London, New York, and Hong Kong, David settled in Louisville, Kentucky, in 1996 and started his portfolio management practice. It began as a tailored service for expatriate financial services professionals stationed in Asia and Europe and expanded to include U.S.-based clients. David merged his practice with The Mather Group in 2022 to bring a wider and deeper range of expertise to his clients. He earned a Bachelor of Arts degree from Brandeis University and a Master of Science degree from the Massachusetts Institute of Technology. David is also active in his local community, having chaired nonprofit boards in public broadcasting, the arts, and nature conservation.

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 improvements 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 Senior Director, Wealth Management, Bryan oversees the management of new and existing client relationships in the Southeast region. 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 management. 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 a Senior Wealth Advisor, Tim manages our valuable client relationships by developing and implementing customized financial plans to meet our clients’ unique needs. He joined The Mather Group in August 2022 with the acquisition of HC Financial, where he served as a Senior Financial Advisor. Tim has over two decades of experience in wealth management with experience as an Equity Analyst, Chief Investment Strategist, and Client-facing Advisor. He earned his Bachelor of Arts in Economics at Haverford College. He also holds the Chartered Financial Analyst® designation and is a CERTIFIED FINANCIAL PLANNER™ professional. 

As a Wealth Advisor, Abby manages our valuable client relationships through developing financial plans and implementing customized, comprehensive financial solutions to meet their unique needs. She joined The Mather Group in August 2022 with the acquisition of HC Financial Advisors, where she worked with clients to define their objectives and then craft the strategies best fit to help them effectively use their resources to meet those goals. Abby earned her Bachelor of Science degree in Personal Financial Planning at Texas Tech University. Additionally, she was the President of the Texas Tech Personal Financial Planning Alumni Advisory Board, Women’s Initiative Committee Pro Bono Chair for the National Association of Personal Financial Advisors (NAPFA), and Pro Bono Committee member of the Financial Planning Association (FPA) of San Francisco.  She is also a CERTIFIED FINANCIAL PLANNER^TM professional and holds the Chartered Special Needs Consultant Designation®.

As a Director, 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 Director, Tax, Kathy 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. Immediately prior to joining The Mather Group, Kathy was self-employed as a tax preparer. Her previous experience includes seven years as a Partner with Zientek Advisors. Kathy earned her Bachelor of Business Administration degree in Accounting from The University of Texas, and she is also a Certified Public Accountant.

As a Senior Tax Manager, Natasha develops tax-reduction strategies for corporate executives and retirees. She helps simplify complex scenarios for clients while managing after-tax cash flow. Prior to joining The Mather Group, Natasha worked as a Tax Manager for BDO USA, LLP, a Senior Tax Analyst for Ernst & Young, and a Tax Accountant III for U.S. Trust (Bank of America Private Wealth Management). Natasha earned a Master of Laws (LLM) degree at The John Marshall Law School of the University of Illinois – Chicago, a Juris Doctorate degree from The University of Alabama School of Law, and a Bachelor of Arts degree from Fisk University.  

As a Tax Manager, Shauna assists the firm’s CPAs in providing comprehensive tax services and implementing tax strategies. Shauna joined The Mather Group in January 2022 with more than 10 years of experience, including working for two companies that were rated among Atlanta’s Top 25 CPA firms by American Registry. Immediately prior to TMG, she was a Senior Tax Analyst at HLB Gross Collins P.C. She has worked in various industries providing tax planning services, preparing business and individual returns as well as assisting clients with general business tax compliance requirements. With her experience, she has become adept at navigating the complexities of the tax code and interpreting them for her clients. As an Enrolled Agent, she has successfully negotiated with the IRS and state agencies to resolve client matters. Shauna holds a Bachelor’s degree in Finance & Investments, with minors in Accounting and Communication, from Bernard M. Baruch College. She is slated to graduate in August 2022 from the University of Phoenix with a Master of Science in Accountancy.  

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 Project Management Associate, Bella supports various operations, technology, engineering, and client services initiatives to help improve controls, workflows, and the client experience. 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 Wealth Advisor, Chase manages our valuable client relationships through developing financial plans and implementing customized, comprehensive financial solutions to meet their unique needs. Chase started out her career as an intern at Trinity Financial Advisors and then joined FSN/Private Vista to work more closely with clients. Chase is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds BS degrees in Finance and Accounting from Northeastern Illinois University. 

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 joined 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 improving 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 Wealth Advisor, Sam manages our valuable client relationships through developing financial plans and implementing customized, comprehensive financial solutions to meet their unique needs. Sam is a graduate of The University of Iowa, where he received his B.B.A in Finance.

As a Senior Financial Planning Analyst, Peter directly supports the finance team by providing financial insights, reliable data, and analysis for decision-making and planning. Immediately prior to TMG, he was a Sr. FP&A Specialist for Protiviti Inc. His previous experience includes roles as a Sr. Analyst - Securities Lending/Capital Markets with Northern Trust and a Cash Management/Financial Analyst – Treasury with Allstate Insurance Company. He earned his Bachelor’s degree in Finance and Economics at Michigan State University and is currently pursuing a Master’s degree in Data Science at Northwestern University.

As a Wealth Advisor, Phil works with the TMG Family Office team to advise ultra-high-net-worth families on all facets of wealth management. Phil joined The Mather Group in March 2022, after working as a Financial Planner at ShankerValleau Wealth Advisors. Phil earned a Bachelor of Science in Agricultural and Consumer Economics with a concentration in Financial Planning from the University of Illinois at Urbana-Champaign. He is also a CERTIFIED FINANCIAL PLANNER^TM professional. 

As Director, TMG Family Office, Matt advises ultra-high-net-worth families on all facets of wealth management. 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 a Managing Director, Wealth Management, Peggy has a strong commitment to our clients’ success. She joined The Mather Group through the acquisition of Cedar Financial Advisors, LLC, in October 2022, where she was a Principal. Peggy helped clients develop specific financial and life goals and then assisted them in reaching those goals by providing advice in risk management, income tax planning, retirement planning, investments, and estate planning guidance. Before Cedar Financial Advisors, LLC, Peggy was a Financial Advisor at Lifestyle Financial Planning, LLC, an Executive Coach at Kessinger Consulting, and an Engineering Manager at Intel. She earned a Master of Business Administration from the University of Oregon and a Bachelor of Science in Industrial & Operations Engineering from the University of Michigan. She also is a CERTIFIED FINANCIAL PLANNER™ practitioner. 

As a Trading Analyst, Seamus is involved in daily trading activity, as well as executing complex investment strategies and managing portfolio accounting and maintenance for all clients. Seamus joined The Mather Group in May 2022 after working as a Mutual Fund Specialist at U.S. Bank. Seamus earned a Bachelor of Arts degree in Economics with a minor in Business Administration from the University of South Carolina.  

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 the State University of New York at Albany where he earned a degree in Spanish and Iberian Studies.

As an Operations Associate, Amy is responsible for supporting back-office operational processes and helping to establish and drive decision-making for technology solutions and operational processes for the firm. Prior to joining The Mather Group, Amy worked as RPH Financial's Client Service Specialist and Office Manager. In addition, Amy has 10+ years prior experience as a Licensed Real Estate Professional and Marketing/Administrative Manager. Amy is a Financial Paraplanner Qualified Professional™ and also has a background in Marketing and Business Administration from Northampton Community College. 

Prior to becoming a Managing Director, Wealth Management, Tim founded Cedar Financial Advisors in 2007 with the mission to help individuals and families integrate their life, their money, and their values.  He joined The Mather Group in October 2022 with the acquisition of Cedar Financial Advisors, LLC, where he served as a Partner. Prior to founding Cedar Financial Advisors, Tim spent 18 years as a Director of Strategic Planning and other Senior Management positions at Intel Corporation.  He earned a Bachelor of Science in Engineering from California State University, Northridge. Tim has served as a volunteer leader within the National Association of Personal Financial Advisors, including chairing the NAPFA National Board of Directors in 2016–2017. He also holds a CERTIFIED FINANCIAL PLANNER™ designation. 

As Senior Director, Tax, 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 earned the CERTIFIED FINANCIAL PLANNER™ certification from Rice University.

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 Client Services Associate, Lili is responsible for supporting and managing operations processes and client service requests in our San Francisco Bay area office. As someone who has a passion for growth, Lili appreciates the learning opportunities that her diverse responsibilities provide every day. Lili joined The Mather Group in August 2022 with the acquisition of HC Financial Advisors, where she handled back-office responsibilities such as setting up new accounts and transfers and served as an assistant to the financial advisors. Lili earned her Bachelor of Science in Business Management at Portland State University. She also attained the Financial Paraplanner Qualified Professional™ designation and appreciates drawing on her knowledge in service to our clients.

As a Client Associate, Tyler supports the firm’s proprietary financial planning process by gathering client information and documentation. He became interested in financial planning when he saw the chance to help people achieve their financial goals in a setting that is focused on relationships and trust, rather than sales and commissions. Tyler joined The Mather Group in December 2021 with the acquisition of Eugenias Advisory Group, where he had been working since 2019. Tyler graduated from the University of Houston’s C.T. Bauer College of Business with a Bachelor of Business Administration degree in Finance, as well as a Certificate in Personal Financial Planning. He is also working toward becoming CERTIFIED FINANCIAL PLANNER^TM practitioner.

 As a Wealth Advisor, Alexia manages our valuable client relationships by developing and implementing customized financial plans to meet our clients' unique needs. She joined the Mather Group through the acquisition of Seiffert Limited, where she served as a Co-Owner, bringing over 20 years of financial services experience. Alexia has a Bachelor of Arts in Economics from the University of Chicago. She also holds the Chartered Financial Analyst® (CFA) designation.

As a Client Associate, Joey supports the firm’s proprietary financial planning process by gathering client information and documentation. He puts our clients’ interest first and is committed to developing meaningful, long-term relationships. Joey joined The Mather Group as a full-time employee in June 2022, after participating in our 2021 summer internship program. He earned a Bachelor of Science in Business degree with a focus in Finance and a minor in Accounting from DePaul University.

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 Managing Director, Laura has long been an advocate for the individual investor. Laura was a Financial Consultant at Merrill Lynch before she 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. She has also earned a Diversity, Equity, and Inclusion (DEI) certificate from NAPFA. Laura holds a BS in Economics from Texas A&M University.

As Senior Director, Tax, Family Office, 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 Associate, Rachel is responsible for assisting the firm’s CPAs in managing the tax planning needs of our high-net-worth clients. She earned a Bachelor of Business Administration with a Major in Accounting and a Minor in Management Information Systems from Georgia College & State University. She is also currently pursuing her Master’s degree in Accounting at the Southern New Hampshire University.

As a Wealth Advisor, Brandon helps manage our valuable client relationships through the development and implementation of personalized financial plans to meet our clients’ unique needs. Brandon joined The Mather Group from an independent RIA where he was a Managing Associate & Director of Financial Planning. He earned his B.S. in Management from Tulane University and attained his CERTIFIED FINANCIAL PLANNER™ designation in 2015. Brandon volunteers with the Financial Planning Association both locally and nationally, serving on the Board of Directors for the Georgia Chapter and on the OneFPA Advisory Council Executive Committee for FPA National.

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 Tax Associate, Joey is responsible for assisting the firm’s CPAs in managing the tax planning needs of our high-net-worth clients. He earned his Bachelor of Science in Accounting degree from the University of Illinois at Chicago.    

As a Client Associate, Grace supports the firm’s proprietary financial planning process by gathering client information and documentation. She puts our clients’ interest first and is committed to developing meaningful, long-term relationships. Grace joined The Mather Group as a full-time employee in June 2022, after participating in our 2021 summer internship program. She earned a Bachelor of Science degree in Consumer Economics and Finance from the University of Illinois at Urbana-Champaign.

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 Managing Director, Wealth Management, Karla has been a long-time advocate for individual investors. She joined The Mather Group through the acquisition of HC Financial Advisors in August 2022, where she was the Chief Compliance Officer, Senior Financial Advisor, and Principal. Karla was responsible for helping to ensure that the firm remained compliant with state and federal laws and regulations and managing the day-to-day details of her clients’ finances. Before joining the HC Financial team, she was a Regional Director of Education at PeopleSoft and a Software Consultant at Must Software. In addition, Karla has served as a Board Member and Chair of the National Association of Personal Financial Advisors (NAPFA), the NAPFA West Region Board, and the FPA NorCal Conference Committee, which she also chaired in 2014. Karla earned her MBA in Technology Management at Santa Clara University and her BA in Economics at the University of California, Davis. She also is a CERTIFIED FINANCIAL PLANNER™ practitioner, and she earned a Diversity, Equity, and Inclusion (DEI) certificate from NAPFA.

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 a Senior Financial Systems Analyst, Loren directly supports the finance team by providing financial insights, reliable data, and analysis to be used in decision-making and planning. Immediately prior to joining The Mather Group, she was a Sr. Financial Analyst with Wine Enthusiast. Her previous experience includes roles as a Financial Analyst with General Atomics, and a Jr. Treasury Analyst with MedImpact Healthcare Systems Inc. Loren earned her Bachelor of Science degree in Finance from California State University, San Marcos, and a Master’s degree in Finance from the University of California, San Diego.

As Managing Director, Training & Mentoring, Steve leverages his 33 years of industry experience, including 17 years of people management, to assess company-wide developmental needs to drive training initiatives and to identify suitable training and mentoring solutions for employees. Prior to joining The Mather Group in 2017, Steve established a successful track record as a Wealth Management Vice President at UBS. His previous roles include Financial Consultant at A.G. Edwards & Sons, Inc., and Financial Consultant at Merrill Lynch. He earned a Bachelor of Arts in Biblical Studies from Wheaton College.

Prior to becoming a Managing Director at The Mather Group, Michael founded Semita Asset Management in 2015 with the purpose of sharing his financial services knowledge and experience by assisting clients to achieve their personal and family financial goals. Before founding Semita Asset Management, Michael was an Executive Vice President at CAZ Investments LP.  He has an outstanding 50+ years of industry experience.  Michael earned his MBA in Finance from the University of Houston and a B.S. in Business Administration and Management from LSU. He also holds the Chartered Financial Analyst®️ designation.

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 Wealth Advisor, Katie helps manage our valuable client relationships by developing financial plans and implementing customized, comprehensive financial solutions to meet their unique needs. Katie joined The Mather Group in November 2021 with the acquisition of Allison Spielman Advisors, where she served clients in a financial planning role and helped manage the operations of the firm. Katie is a CERTIFIED FINANCIAL PLANNER™ practitioner and a graduate of Seattle Pacific University, where she earned degrees in Accounting and Business Administration with a Finance concentration.

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 a Senior Director, 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™ certification 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 Wealth Advisor, Mark manages our valuable client relationships through developing financial plans and implementing customized, comprehensive financial solutions to meet their unique needs. He puts our clients' 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 a Director, 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™ professional. 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 Wealth Advisor, Bridget manages our valuable client relationships through developing financial plans and implementing customized, comprehensive financial solutions to meet their unique needs. She puts our clients' interests 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. She is also a CERTIFIED FINANCIAL PLANNER^TM professional. 

As Chief Operations Officer, 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 Senior 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 Senior Wealth Advisor, Amy develops meaningful client relationships while building and implementing 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 is also a CERTIFIED FINANCIAL PLANNER™ ​professional.

As an Office Manager, Sunita coordinates a wide variety of administrative functions and intra-office communications. She joined The Mather Group in August 2022 with the acquisition of HC Financial Advisors, where she was instrumental in scheduling appointments, updating client information, maintaining HC’s mailings, and keeping the office well stocked to create an environment that can run without a hitch. She earned her Bachelor of Commerce at Osmania University, Hyderabad, India. Sunita is dedicated to providing excellent service to our clients. 

As a Senior Manager, Trading, Frank is responsible for overseeing daily trading activity, executing complex investment strategies, and managing portfolio accounting and maintenance for all clients. He also focuses on constructing and managing passive fixed income portfolios. Frank joined the firm in 2018 following 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 Senior 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 Director, Wealth Management, 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.

As a Client Associate, Ben 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. Ben joined The Mather Group as a full-time employee in June 2022, after participating in our 2021 summer internship program. He earned a Bachelor of Science degree in Business Administration with a focus in Finance and Real Estate from the University of Missouri.

As a Senior Wealth Advisor, Bradley 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, 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 Managing Director, Head of Equities, Adam assists the firm’s Wealth Advisors in identifying clients’ investment goals and retirement needs. He assesses and develops new investment offerings and works with clients and the trading team to implement personalized investment solutions. Adam is also a member of the Strategic and Operational Investment Committees and co-author of TMG’s Quarterly Market Updates and other thought leadership pieces. He earned a BS in Finance from the University of Dayton, holds the Chartered Financial Analyst® designation, and is a CERTIFIED FINANCIAL PLANNER™ professional. Adam joined The Mather Group from First Financial Bank in Cincinnati, Ohio, where he served as an Investment Officer.

As a Director, 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. When he joined TMG, Matthew brought over six years of public accounting experience with CBIZ MHM, LLC and McNair McLemore Middlebrooks & Co, LLC.

As a Wealth Advisor, Justin manages our valuable client relationships by developing and implementing customized, comprehensive financial plans designed to help clients achieve their unique financial goals. He joined the Mather Group in August 2022 with the acquisition of Semita Asset Management, where he served as Director of Financial Planning and provided comprehensive financial planning, estate strategy, and long-term investment advice to high-net-worth clients. Justin earned his Bachelor of Science in Business Administration with a concentration in Financial Planning from Liberty University, where he graduated Summa Cum Laude. He is also a CERTIFIED FINANCIAL PLANNER^TM professional and holds a Series 65 Registration.

As a Director, 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 a Senior Tax Associate, Omar assists the firm's CPAs in providing comprehensive tax services and implementing tax strategies. Omar joined The Mather Group in February 2022, bringing nearly five years of tax experience. Previously, he was a Senior Tax Associate with Mowery and Schoenfeld. Omar earned a Bachelor of Science in Accountancy and a Master of Accounting Science from Northern Illinois University.

As a Tax Associate, Janet is responsible for assisting the firm’s CPAs in managing the tax planning needs of our high-net-worth clients. Janet joined The Mather Group in June 2022, after graduating from DePaul University with a Bachelor’s degree in Accountancy.

As Human Resources Benefits Manager, Namita directly assists our Chief Human Resources Officer in identification and implementation of innovative and sustainable benefits that are employee and market-centric. She joined the Mather Group in September 2022, bringing over 20 years of human resources experience in the financial industry. Immediately prior to TMG, she served as an HR Operations Manager for ABN Amro Clearing Chicago, LLC.  Her previous experience includes roles as a Benefits Manager at Ingredion, Inc, Benefits Manager at Morningstar, Inc, and an Ongoing Payroll Project Manager at Hewitt Associates. Namita earned a Bachelor of Science in Business Management from the University of Illinois-Chicago.  

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 has been successful 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, 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 a Managing Director, 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™ certification 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.

Prior to becoming a Managing Director at The Mather Group, Perry founded Seiffert Limited in 1994 after finding a passion for the interplay of art and science in how people manage (and mismanage) their money. He formed this passion after a successful 15-year career as an attorney, where he managed his law firm’s pension & profit portfolio. Perry graduated from Stanford University with a Bachelor of Science in Engineering. As an alumnus, he helped raise funds for the university and received The Gold Spike Award, the university’s highest honor for volunteer leadership. In addition, Perry has frequently participated in charitable activities, including working with Rebuilding Together to revitalize communities and eight trips to New Orleans to help repair for Hurricane Katrina victims. He earned his JD at Georgetown University Law School. Perry is also an Associate Member of the National Association of Personal Financial Advisors (NAPFA). 

As Chief Human Resources Officer, Tiffany partners with the Executive Leadership team to design and execute the human resources objectives that support The Mather Group’s growth and success. She also collaborates with all leaders to help ensure we attract, retain, and develop employees who contribute to our progress on those objectives. Tiffany joined TMG in June 2022, bringing more than 20 years of human resources experience in the financial industry. Immediately prior to TMG, she served as Director, US Head of Human Resources for ABN Amro Clearing Chicago LLC. Her previous roles include Senior HR Business Partner at PEAK6 Investments, HR Director at Morningstar, Associate, HR Business Partner at JPMorgan Chase & Co., and HR Specialist, Recruiting Coordinator at PricewaterhouseCoopers. Tiffany earned a Bachelor of Arts degree in Psychology from the University of Iowa.

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 Tax Associate, Tashi is responsible for assisting the firm’s CPAs in managing the tax planning needs of our high-net-worth clients. Immediately prior to The Mather Group, she worked on the Tax Services team for Crowe. She earned a Bachelor of Science in Accounting and a Master of Science in Accounting from the University of Houston, Clear Lake. She is actively pursuing her CPA license. 

Jean became interested in personal finance at a very young age, as she diligently saved for years to buy her first horse at the age of 10. This taught her valuable lessons about setting goals and working to achieve them—lessons she continues to share with her clients to this day.

Jean joined The Mather Group in April 2022 with the acquisition of Avenue Advisors, the firm she established in 2001. In addition to bringing more than 20 years of advisory experience, Jean has contributed her personal finance insights to a variety of news outlets including The Wall Street Journal, Business Week, and Money magazine. She has also been active in industry organizations, serving on the Board of Directors for the National Association of Personal Financial Advisors (NAPFA), co-founding and co-chairing NAPFA’s Women’s Initiative, and being a member of the Financial Planning Program Advisory Board at San Diego State University.

With a passion for education, Jean received three post-secondary degrees from San Diego State University: a Bachelor’s degree in Family Studies, Social Welfare, and Sociology, a Master of Business Administration (MBA) in Finance, and a Master of Science in Business Administration (MSBA) with a specialization in Financial and Tax Planning. She is a CERTIFIED FINANCIAL PLANNER^TM professional and also completed advanced work and training with the Financial Transitionist^® Institute (FTI) to help her guide clients through life transitions, such as retirement, the loss of a spouse, changes in marital status, a liquidity event, and other life challenges.

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 Senior 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 Senior 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 Senior Client Associate, Rob supports the firm’s proprietary financial planning process by gathering client information and documentation and also facilitating client service. Rob came to 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 University of Illinois Chicago.

As a Wealth Advisor, Claire manages our valuable client relationships through developing financial plans and implementing customized, comprehensive financial solutions to meet their unique needs. Claire holds a BS in Finance from Miami University.

As Managing Director of TMG Family Office, Laura is responsible for overseeing the implementation of the goals and mission of the Family Office. She coordinates the Family Office staff, various external resources, and advisors to holistically serve the financial, wealth, tax, estate, and other planning and administrative needs of the Family Office practice. Laura has been working with ultra-high-net-worth individuals and families on all aspects of their wealth planning for more than 25 years. Prior to The Mather Group, Laura worked at Southern Wealth Management, Dallas, where she was Partner and Principal for 16 years. Laura earned her B.A. in Psychology from Russell Sage College, a small women's college in upstate New York. She received her JD from Albany Law School. Laura also holds the Chartered Advisor in Philanthropy designation (CAP^®).

As Director, Engineering, Brian helps to implement and optimize technology solutions. Brian served as an Investment Advisor for 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 and an Executive Certificate in Financial Planning from Duquesne University. 

As a Director, Wealth Management, 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 the University of Idaho and completed a graduate program in Taxation at 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 is also a CERTIFIED FINANCIAL PLANNER^TM professional. 

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 and a Masters of Accounting with a specialization in taxation from Kennesaw State University. He is also a Certified Public Accountant.  

As a Tax Associate, Naveed is responsible for assisting the firm’s CPAs in managing the tax planning needs of our high-net-worth clients. Prior to working at TMG, he worked as a Staff Accountant at A&A Accounting where he was responsible for assisting the firm’s CPAs in managing their client's Financial Statements and 1040 Tax Returns. He also worked as a Tax Intern at Maner Costerisan where he was responsible for assisting the firm’s CPAs in completing client’s 1040 Tax Returns. Naveed holds a Bachelor of Accounting from Michigan State University, and a Master of Science in Accounting with a Concentration of Taxation from Oakland University.

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.