Get to know a new kind of advisor

Stewart founded The Mather Group out of a passion for providing clients with a clear path to retirement and ensuring them a fulfilling "second act." Named by Barron’s as one of the Top 100 Independent Financial Advisors in the U.S., Stewart travels the country counseling Fortune 500 senior executives on their retirement, tax, financial and philanthropic planning, as well as concentrated stock and investment management. He also manages the firm’s growth initiatives, including traveling the country meeting with potential merger and acquisition partners.

Stewart was recognized on Forbes’ 2018 Top 250 Advisor list and the Financial Times Top 300 Financial Advisers list for three consecutive years. The firm also landed a spot on InvestmentNews Fastest-Growing $1B+ RIA list.

He currently serves on the Board of Directors for A Better Chicago—a venture philanthropy fund dramatically improving educational opportunities for low-income students. Stewart is also a member of the Chicago Windy City chapter of YPO, a global network of young chief executives.

Stewart holds a BA from Denison University, an MBA in Finance from the Kellogg School of Management at Northwestern University, and a CERTIFIED FINANCIAL PLANNER™ designation.

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

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

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

As a Family Office Relationship Manager, Shirley assists with all client service operations and support for individuals and families with significant wealth. She develops meaningful, long-term relationships with our valued clients, helping meet their unique needs. Shirley holds her BS in Elementary Education from University of Maryland, College Park. After beginning her career teaching sixth grade, she transitioned into commercial real estate and retail leasing for Blatteis Realty Company in San Francisco. Shirley then served as a Relationship Manager for Berman Investment Advisors for over 25 years.

As President of TMG Family Office, Chris provides financial counsel to families of significant wealth and their businesses. He focuses on all facets of wealth planning, including advice regarding tax, wealth transfer planning, charitable giving, executive compensation, diversification, investment strategies and asset protection. Chris’ ability to provide such advice is further complemented and enhanced by his legal experience and business background. He also practices law, including taxation, contracts, and estate planning for many of TMG families.

Prior to joining The Mather Group, Chris founded Astraeus, a Family Office based in Park Ridge, Illinois. He also previously served as Director of Family Office Services and Chief Compliance Officer for myCIO Wealth Partners, and a Senior Manager in the Personal Financial Counseling Group at Ernst & Young. Chris began his career as an attorney at Ayco, LP (a subsidiary of Goldman Sachs). He holds a BA in History and Business from Washington University and a JD degree from Washington University’s School of Law. He’s a licensed attorney in the state of Illinois and a Registered Investment Advisor with his Series 65.

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

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

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

As an IT Systems Analyst, Mackenzie designs and develops new technology tools and enhanced data integrations that allow us to better serve our clients. He also oversees the maintenance and stability of our many technology platforms. Mackenzie joined TMG from Keno Kozie where he was an Engineering Consultant. He was instrumental in developing, designing, and deploying cyber security projects for clients around the Chicagoland area. He holds a BA in History from Pennsylvania State University.

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

As a Client Associate, Sean 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. Sean is 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 the Office Manager for TMG Family Office, Tracy uses her organizational skills and experience to keep the team running smoothly. Her responsibilities encompass many aspects of the business, including financial reporting, IT, compliance, payroll and benefits, AP/AR, and client services. Prior to beginning her office manager career, Tracy worked as a Research Administrator for Northwestern University's Department of Materials Science and Engineering. She holds a BA from University of Illinois Chicago.

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

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

As Relationship Manager, John provides a broad range of financial and family office services for high net worth individuals and families. He regularly advises on and assists with projects involving investment strategies, generational wealth transfer, tax planning and reporting, philanthropic goals, and asset management and protection. John works closely with important figures in a client’s life, including legal, tax, insurance, and investment professionals, to achieve a comprehensive team approach to efficiently and effectively manage the client’s goals. John earned a BS in Business Administration from Washington University in St. Louis with majors in Finance, International Business and Entrepreneurship, and minors in Accounting and Political Science.

As an Associate, Caroline provides a wide range of financial analysis and family office services for high net worth individuals and families. Caroline provides advice on a wide range of complex needs and issues for the clients of TMG Family Office, including in the areas of investment analysis and management, income tax planning, asset management, family organization, insurance planning, and estate planning.  Prior to joining TMG Family Office, Caroline worked closely with high net worth individuals and families at Astraeus Advisers, LLC where she started in 2017.  Caroline holds a BS in Mathematics with an Emphasis in Economics from Washington University in St. Louis.

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

As a Tax Planning Associate, Jose assists the firm's CPAs in providing comprehensive tax services and implementing tax strategies. He joined the team from Adfinitely, LLC, where he served as a Marketing Support Coordinator. Prior to that, he ran his own tax-preparation services company, serving a predominately Hispanic community in Atlanta. He graduated from Oglethorpe University with a Bachelor of Science Degree in Accounting.

As a Fixed Income Portfolio Analyst, Michael supports the team through portfolio decision making and reporting, methodology formulation and implementation, modeling, and trade preparation and execution. He also monitors portfolio performance and exposures. Michael joined The Mather Group from Morningstar where he served as a Fixed Income Methodology Engineer. Prior to Morningstar, he helped construct and implement bond rating calculation and surveillance models for S&P Global Ratings. Michael holds a BS from Indiana University and is a CFA® charterholder.

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

As a Client Associate, Lauren helps drive business development, assists Wealth Advisors with developing financial plans and provides support for outside sales efforts and events. She’s a recent graduate of the University of Iowa where she received a Bachelor of Business Administration Degree in Marketing.

As a Senior Wealth Advisor, Robert develops and implements personalized financial plans while managing valued client relationships in the D.C. market. Robert started his career at Edward Jones in 2005 upon graduating from Radford University with a degree in Finance. He spent the majority of his career at Fidelity Investments as a Retirement Relationship Manager, working with high net worth clients and managing a book of business. He most recently served as a Vice President, Financial Consultant with Charles Schwab.

As Chief Compliance Officer, Diana is responsible for implementing and updating policies, procedures, testing and controls to ensure compliance with federal and state laws and regulations and address all areas of risk for the firm. She brings over 10 years of financial experience to this role, most recently as a Principal Examiner for FINRA. There she analyzed key areas of risk and evaluated broker-dealer systems to determine quality, reliability and compliance. Diana holds her BA in Business Management from Columbia College.

As an Associate, Matt provides a wide range of financial analysis and family office services for high net worth individuals and families. Matt provides advice on a wide range of complex needs and issues for the clients of TMG Family Office, including in the areas of investment analysis and management, income tax planning, asset management, family organization, insurance planning, and estate planning.  Prior to joining TMG Family Office, 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. 

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 Fidelity Investments as both an Investment Representative and Financial Consultant. Will is a graduate of State University of New York at Albany with a degree in Spanish and Iberian Studies.

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

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

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

Over his long tenure at TMG, Gardner has helped the firm with many growth initiatives. Joining the firm in 2011, Gardner initially worked with the Senior partners on business development. As TMG grew, he migrated into a business strategy manager working to help generate growth and expand our services into new markets throughout the country. Most recently, he has been working with management to cultivate relationships with our strategic partners. He holds a BA in Communication and Media Studies from Benedictine University. 

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

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

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

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

As a Family Personal Assistant, Nicole uses her organizational skills and experience to keep our clients’ lives running smoothly.  Her responsibilities include many aspects of household management, such as managing household staff, bill pay, event planning and individual project management.  Nicole has acted as an owner’s representative in new construction projects.  Prior to her career in the family office, Nicole worked in Community Relations for the Miami Dolphins and then went on to work with individual athletes with their charitable efforts.  Nicole holds a BA from the University of Illinois in Leisure Studies with an emphasis on Sports Management.

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 is a graduate of Indiana University’s Kelley School of Business, where he received his BS in Business with a concentration in Finance.

As Director of Operations, Kristen focuses on firm operations, transition management, and strategic planning. She is responsible for overseeing day-to-day trading and operations 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 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 an Associate 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.

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

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

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

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

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

As a Client Associate, Gabriella supports the firm’s proprietary financial planning process by gathering client information and documentation. She puts our client’s interest first and is committed to developing meaningful, long-term relationships. Gabriella holds a BA in Communication and Information Sciences from the University of Alabama.

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

As Director of Operations for TMG Family Office, Kristin focuses on firm operations, management, and strategic planning. She is responsible for overseeing day-to-day operations and developing and improving business systems and technology to provide an optimal client experience and interface. Kristin has worked with high net worth families since 2009 providing comprehensive family office services in key areas, including financial planning, estate and wealth transfer planning, income tax planning, and retirement planning. Kristin leads incredible client servicing efforts while also playing a key role in leadership and management of the firm. Prior to joining TMG, she was a Partner and served as Director of Operations for Astraeus Advisers, LLC, a Family Office based in Park Ridge, Illinois. Kristin holds a BS, cum laude, in Systems Science and Engineering from Washington University in St. Louis with a second major in Applied Mathematics and a minor in Psychology. She earned her CERTIFIED FINANCIAL PLANNER™ certification in 2014.

As a Director of Financial Planning, Brian manages our valuable client relationships through the development and implementation of personalized financial plans to meet their unique needs. He also plays an integral role in structuring the firm's financial planning best practices. Brian holds a BA in Finance from the University of Illinois at Urbana-Champaign, a CERTIFIED FINANCIAL PLANNER™ designation from Northwestern University and a Chartered Retirement Planning Counselor^SM designation from the College for Financial Planning. Prior to joining The Mather Group in 2008, Brian worked with the University of Illinois Foundation, the independent fundraising and asset management division of the University of Illinois.

As a Tax Planning 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 Senior Tax Planning Associate, Daniela assists the firm's CPAs in providing comprehensive tax services and implementing tax strategies. 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.

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

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

Trish van Nunen serves as a Relationship Manager for TMG Family Office.  She has worked with high net worth families for over 14 years, having dedicated her career to providing objective, customized guidance, and empowering financially successful families to manage their wealth. Prior to working at TMG Family Office, Trish was a Relationship Manager at Astraeus Advisers, LLC.  Prior to joining Astraeus, Trish was a Manager at myCIO Wealth Partners, LLC. She began her career with Ernst and Young in its Investment Advisory Practice.  Trish holds a Bachelor of Science, cum laude, in International Business from Northeastern University in Boston with a Finance concentration and minor in French. She earned her CFP certification in 2011 and is a Registered Investment Advisor (Series 65).

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