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." As Founding Partner, 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 strategic growth initiatives.

Stewart was recently named by Barron’s as one of the Top 100 Independent Financial Advisors in the country. He has also been recognized on this year’s Forbes Top 250 Advisor list and the Financial Times Top 300 Financial Advisers list for three consecutive years. Prior to starting The Mather Group, he established an outstanding track record as Senior Vice President and Senior Portfolio Manager at Morgan Stanley. Stewart currently serves on the Board of Directors for A Better Chicago—a venture philanthropy fund dramatically improving educational opportunities for low-income students.

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

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

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

As Director of Compliance, 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 Senior Client Service Administrator, Stacy helps manage client and prospective client requests, inquiries and transactions, providing best-in-class solutions and support. She serves as a main point of contact for all client interactions, working with internal teams to ensure a timely and accurate response to all questions and concerns. Stacy joined the firm from her role as Client Service Associate at J.P. Morgan’s Private Bank, where she also served as a Private Client Banker. Prior to that, she spent time as a Financial Advisor at Morgan Stanley. Stacy holds her BA in Marketing and Corporate Communications from North Central College.

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 Managing Director of Strategic Partnerships, Patrick leverages his 20 years of industry experience to focus on our strategic growth initiatives. 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. Before joining The Mather Group, he advised a handful of high net worth professional athletes at a Chicago-based investment management firm.

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.

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

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, Steve leverages his 28 years of industry experience to strengthen our valuable client relationships, offering comprehensive financial planning services and expertise to meet their unique needs. He holds a Bachelor of Arts Degree from Wheaton College as well as his Certified Financial Planner and Chartered Financial Consultant designations. 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 Senior Marketing Manager, Chelsea develops, executes, manages and measures the firm’s marketing campaigns across all digital platforms and social media channels. She’s also responsible for building brand recognition, driving website traffic and lead generation, expanding and promoting content marketing efforts, and developing innovative engagement strategies. Chelsea joined the firm from her role as an Account Director at Resolution Media. There she managed a team of digital experts for major brands, such as McDonald’s, State Farm and Pier 1 Imports. Chelsea holds her BS in Marketing from Miami University.

As an Operations Trader, Ben 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. Ben joined the firm from his role as a Portfolio Associate for Pacific Investment Management Company in Newport Beach, California. He holds a Bachelor of Science Degree in Finance and Entrepreneurship from the University of Arizona.

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

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

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, Nick 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. Nick 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 Technology Management.

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 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 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.

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.