Get to know a new kind of advisor

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

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

As a 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 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 Founding Partner Stewart Mather and the entire TMG team, our goal and objective is to continue to build on the strong momentum driven by TMG’s core business.

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

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

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

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

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

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

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

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

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

As an Administrative Assistant, Christine provides exceptional client service by executing requests, inquiries, and transactions, while also providing effective solutions where appropriate. Christine has 4+ years of experience working for St. Luke’s University Health Network, where she received the PCRAFT award, as an EMT, ER Technician, and Hospice Aide. She also has over 10 years of experience as a Secretary at Monroe County Courthouse and United Counties Trust Company. Christine is in the process of attaining an Associate's degree in Business Management. 

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

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

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

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

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

As 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 Senior Wealth Advisor, Chris manages our valuable client relationships by developing and implementing customized financial plans to meet our clients’ unique needs. He holds a BBA in Management Consulting from the University of Notre Dame and attained his CERTIFIED FINANCIAL PLANNER™ designation in 2012. Chris joins The Mather Group from Edelman Financial Services where he served as a Financial Planning Associate Director, helping a wide range of clients with integrated financial planning and offering needs-based solutions.

As a Senior Tax Planning Associate, Sarah assists the firm’s CPAs in providing comprehensive tax services and implementing tax strategies. Sarah joined The Mather Group after serving RSM US LLP and BDO USA, LLP, providing tax services for family groups, financial institutions and nonprofit organizations. Sarah holds a Bachelor of Business Administration Degree from The University of Texas at San Antonio where she double majored in Accounting and Finance.

As a Client Associate, Emily enhances the client experience by providing exceptional client service and providing administrative and operational support to the Wealth Advisors. She is responsible for helping to onboard new clients and maintaining existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date. Emily loves getting to know clients and the unique situations they bring. She is a firm believer that expert advice for those looking to retire can cut through confusing information for families who are busy with their own lives. Prior to The Mather Group, Emily worked as an Advisory Assistant at Resource Advisory Services.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

As 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 was awarded the Chick Evans Scholarship to the University of Illinois at Urbana-Champaign where he earned a Bachelor of Science Degree in Finance. He is both a CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Analyst.

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

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

Christopher joins The Mather Group from Barnett Financial, where he leveraged his background in corporate strategy and marketing to lead operations and compliance. Christopher has worked as a marketing executive at Dell, a Global Strategist at Samsung in Seoul, Korea, and as a Financial Analyst in Paris, France.

Christopher earned an MBA from Kellogg School of Management at Northwestern University, an MPA from the University of Texas, and a BA, cum laude and with honors from Washington and Lee University in Lexington, VA. Prior to getting his MBA, Chris conducted international trade and investment negotiations for the US government in Washington, DC. He speaks conversational Korean and French.

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

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

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

As 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.

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. 

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 leads the firm's technology and innovation strategies, business development, and M&A efforts. 

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 was also named the Fastest-Growing $1B+ RIA by Financial Planning Magazine in 2018 and ranked 14th on Forbes Top 100 Wealth Managers list in 2019. 

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 an Associate 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.

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

As a Senior Wealth Advisor, Bill develops and implements customized financial plans to meet each client’s unique needs. He started his career in 1997 at a large national wealth management firm where he held several positions including the Senior Retirement Counselor role where he worked with corporate and non-profit clientele including Providence Health, Dignity Health and the University of Southern California. He joined us from Mercer Advisors where he served as Regional Vice President. Bill holds a degree in Communications as well as a Master’s in Business Administration from the University of Massachusetts, Amherst. He is also an IRS Enrolled Agent and he earned his CERTIFIED FINANCIAL PLANNER™ designation through the College for Financial Planning.

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

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

As Director of Operations, 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 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. He earned his CERTIFIED FINANCIAL PLANNER™ certification in 2019.

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

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

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

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

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

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

As a Tax Planning Associate, Dastan assists the firm's CPAs in providing comprehensive tax services and implementing tax strategies. He joined the team from Block Advisors, where he served as a Tax Advisor. Prior to that, he worked at Safer Foundation as an accountant. Dastan graduated from DeVry University with a Master of Accounting and Financial Management degree. 

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

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

As a 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 Managing Director, Greg’s expertise includes advice related to closely held business issues, stock option optimization, tax, and estate planning. Prior to joining The Mather Group, Greg was Founder of the Daniel group of companies, including Daniel Advisors, which provided Personal CFO services to a select group of individual clients and families. Greg’s clients included current and past CEOs and senior level executives of both public and private corporations. Greg also formerly held the position of Vice President with The Ayco Company, L.P., a wholly owned subsidiary of The Goldman Sachs Group. Greg has a BBA degree in Finance and an MBA from Georgia State University. He also holds a Certified Financial Planner™ designation.

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

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

As a 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 Wealth Advisor, Nicholas manages our valuable client relationships by developing and implementing customized financial plans to meet our clients’ unique needs. He has spent most of his career at a large national wealth management firm as a Financial Consultant working with high net worth clients. Nicholas most recently joined us from BerganKDV Wealth Management where he served as Director of The Private Client Group. He holds a degree in History from Southern New Hampshire University, and earned his CERTIFIED FINANCIAL PLANNER™ designation through Kaplan University. 

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 an Associate 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 a BA in Economics with a minor in Business from University of Illinois at Urbana-Champaign.

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