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As Tax Senior Director, Michael develops tax-reduction strategies for corporate executives and retirees. He simplifies complex scenarios for clients while maximizing after-tax cash flows. He joined The Mather Group from his role as Tax Accountant & Advisor for Flato, Williams & Patterson, P.C., a full-service accounting firm in Houston. There he provided tax strategies and support for high-net-worth individuals and business owners. He holds his Bachelor of Business Administration in Accounting from Baylor University and earned the CERTIFIED FINANCIAL PLANNER® certification from Rice University.
Michael joined The Mather Group in March of 2026. He earned a bachelor’s degree from Indiana University Bloomington’s Luddy School of Informatics, Computing, and Engineering, where he majored in Informatics and minored in Economics. Prior to joining the firm, Michael gained experience in business development. As a Client Associate, he supports the firm’s proprietary financial planning process by gathering and organizing client information and documentation.
As Managing Partner, Michael develops new client relationships and implements retirement planning strategies for existing clients. He has a genuine passion for helping people achieve their financial goals and has been successful in customizing the right investment solutions for retirees and corporate executives. Before joining The Mather Group, Michael served as a Relationship Manager to a diverse portfolio of clients at UBS Financial Services, Inc. and Morgan Stanley. Michael holds a BA in Marketing from Trinity International University.
As a Project Manager of M&A Integration at The Mather Group, Mike supports transaction execution from due diligence through close and partners closely with incoming firms to guide their transition into The Mather Group. He also supports the ongoing development and enhancement of The Mather Group’s integration playbook in collaboration with functional teams across the organization. Mike received a BS in Finance and Business Analytics from Indiana University. Prior to joining TMG, Mike was a Senior Consultant in Crowe LLP’s Operational Transaction Advisory practice, where he supported buy-side due diligence and post-merger integration for sponsor backed middle market organizations across a variety of industries.
As a Wealth Advisor, Morgan manages our valuable client relationships by developing financial plans and implementing customized, comprehensive financial solutions to meet clients' unique needs. Morgan holds a BA in Economics with a minor in Informatics from The University of Illinois at Urbana-Champaign.
As a 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.
Mosmi serves as the Sr. Salesforce Administrator at The Mather Group, where she directly assists the Salesforce Director to manage Salesforce products and projects. In her role, she is responsible for building Salesforce dashboards, implementing product and workflow enhancements, leading M&A integrations, and providing end-user support. She joined TMG in July2025, bringing more than eighteen years of experience in Financial Technology and the Wealth Management industry. Prior to this role, Mosmi worked as a Consultant at Salesforce and earlier served as the Technology Product Manager for the Salesforce suite of applications at Hightower Advisors. Throughout her career, she has also held impactful roles at JPMorgan Chase, Walgreens, and Wells Fargo/Wachovia Securities, gaining extensive expertise across financial services and enterprise technology. Mosmi holds a Bachelor of Engineering in 'Electronics and Communications' from the University of Madras.
As Human Resources Benefits Manager, Namita directly assists our Chief Human Resources Officer in identification and implementation of innovative and sustainable benefits that are employee and market-centric. She joined the Mather Group in September 2022, bringing over 20 years of human resources experience in the financial industry. Immediately prior to TMG, she served as an HR Operations Manager for ABN Amro Clearing Chicago, LLC. Her previous experience includes roles as a Benefits Manager at Ingredion, Inc, Benefits Manager at Morningstar, Inc, and an Ongoing Payroll Project Manager at Hewitt Associates. Namita earned a Bachelor of Science in Business Management from the University of Illinois-Chicago.
As a Wealth Advisor, Natalya manages our valuable client relationships through developing financial plans and implementing customized, comprehensive financial solutions to meet their unique needs. Natalya holds the CERTIFIED FINANCIAL PLANNER® designation and a BA in Economics with a minor in Business from the University of Illinois at Urbana-Champaign.
As a Tax Associate, Naveed is responsible for assisting the firm’s CPAs in managing the tax planning needs of our high-net-worth clients. Prior to working at TMG, he worked as a Staff Accountant at A&A Accounting where he was responsible for assisting the firm’s CPAs in managing their client's Financial Statements and 1040 Tax Returns. He also worked as a Tax Intern at Maner Costerisan where he was responsible for assisting the firm’s CPAs in completing client’s 1040 Tax Returns. Naveed holds a Bachelor of Accounting from Michigan State University, and a Master of Science in Accounting with a Concentration of Taxation from Oakland University.
Nick joined The Mather Group in April 2026 as a Wealth Advisor following the partnership with Sebold Capital Management. Nick is a dedicated lifelong learner who has earned the Certified Financial Planner™ (CFP®), Certified Private Wealth Advisor® (CPWA®).
Nick specializes in helping business owners, executives, and high-net-worth families navigate complex financial decisions with clarity and purpose. He brings deep expertise in exit planning, working closely with business owners to design strategies for transitioning or selling their businesses while aligning personal, financial, and legacy goals. His approach integrates advanced tax, legal, and investment strategies, to uncover opportunities for growing and preserving wealth in a holistic and highly personalized manner.
Nick is passionate about educating clients, empowering them to make informed decisions, and building strategies that evolve alongside their lives and ambitions.
Outside of the office, Nick is married with two children. He enjoys staying active and spending quality time with his family.
Nico joined The Mather Group in 2025 after spending six years in IT consulting, where he specialized in Salesforce implementations across a variety of client environments. At TMG, he helps support back-office operations by partnering with internal teams to improve operational workflows and support system optimization. Nico earned a Bachelor of Arts in Sociology from the University of Illinois Urbana-Champaign.
As an Investment Manager, Nolan monitors and analyzes the municipal credit market while assisting in the construction of fixed income models and bond ladders. Nolan joined The Mather Group in May 2022, bringing more than seven years of municipal credit experience. Most recently, he was an Assistant Vice President, Municipal Credit, at Conning. Previously, he was a Home Services Specialist at Bank of America. Nolan earned a Bachelor of Arts in Economics and an MBA with concentrations in Finance and Management from the University of Connecticut. He is also a member of the National Federation of Municipal Analysts.
Olivia joined The Mather Group as a Senior Client Services Associate, bringing with her a diverse background in client service, operations, and executive support. Prior to joining TMG, Olivia served as an Operations and Client Services Manager at TCG Advisors, supported more than 11 C-suite executives as an Executive Assistant, and founded her own Virtual Assistant business. In her current role, she works closely with Wealth Advisors and custodial teams to support clients through account maintenance, money movement and onboarding.
Patrick first began his foray in the financial services world as he was beginning college in 2003 under the mentorship of his dad, George McCuen. In 2010, he transitioned to TD Ameritrade Institutional in San Diego, CA where his skills and experience were sharpened over the next eight years. As he obtained his securities licenses, Patrick moved his way up through the service team, operations, and ultimately the sales department. He then transitioned back to the advising side of the industry and joined with The Mather Group in 2025.
Having grown up in Napa, Patrick relocated to San Diego in 2005 to complete his undergraduate education at Point Loma Nazarene University, where he earned his Bachelor’s degree in Business Administration. He currently resides near the La Jolla area with his blue heeler/border collie, Indy. He is an avid surfer who competes in an amateur Southern California surf league. His faith is a big part of who he is, and he could be found most Sundays playing guitar at Jesus Culture Church in San Diego. He enjoys traveling either to discover new surf spots or to his favorite European country, Italy, to exercise his Italian-speaking abilities.
Financial Planning Associate Patrick grew up in St. Louis, Missouri and currently lives in Lincoln Park. Patrick received a degree in finance from the Indiana University Kelley School of Business. Patrick enjoys speaking with perspective clients and growing The Mather Group.
As a Wealth Advisor, Rachel helps manage our valuable client relationships through the development and implementation of personalized financial plans to meet our clients’ unique needs. Rachel joined The Mather Group from Intrua Financial, where she supported a team that managed over $200M in AUM for 10+ years. Prior to Intrua Financial, she worked as a Branch Office Administrator at UBS Financial Services. Rachel holds a B.S. from Texas A&M University and a CERTIFIED FINANCIAL PLANNER® designation.
As a Director, Wealth Management, Randall develops meaningful client relationships while building and implementing personalized financial plans to meet our clients’ unique needs. Randall joined The Mather Group from Direct Energy, an electric and gas retail provider based in Houston, Texas. There he managed an analytics team focused on consolidating accounting estimates and forecasting future values for power and gas commodity deals. He holds his BBA in Finance and Master of Professional Accountancy from Stephen F. Austin State University. He is also a CERTIFIED FINANCIAL PLANNER® professional and a Certified Public Accountant.
As a Business Development Director, Richard develops meaningful client relationships while building and implementing personalized financial plans to meet our clients’ unique needs. Prior to joining us in 2016 from Charles Schwab & Co. Inc. he was a Vice President, Financial Consultant. Richard earned his Bachelor of Science, Interdisciplinary Studies from the University of Central Florida. He holds the CERTIFIED FINANCIAL PLANNER® and Chartered Financial Consultant® designations, and also serves as a volunteer Firefighter/EMT.
As Head of Talent, Rob helps lead the firm’s employee development initiatives, training, and new employee onboarding experience. Rob joined TMG in December 2023, bringing over 10 years of human resources experience to the role. Prior to joining TMG, Rob served as the Director of People and Culture at LG Group in Chicago. He has worked in a variety of HR roles across industries focused on training, leadership development, performance management, and company culture. He began his career in Wealth management in 2020 as a Senior Human Resources Associate at Kovitz Investment Group Partners LLC. Roberto earned a Bachelor of Arts in Sociology from Pomona College in Claremount, California.
Robert joined The Mather Group as a Wealth Advisor in November 2025 following the merger of Napa Wealth Management. Prior to The Mather Group, Robert spent 18 years in the technology industry and 9 years at Charles Schwab. At Charles Schwab he served as an Investment Specialist then VP Financial Consultant. He advised more than 300 clients with over $300 million in assets. After his time at Schwab, Robert founded Carneros Asset Management which later merged with Napa Wealth Management in 2015, allowing him to focus entirely on working with his clients.
Robert is a native of the Pacific Northwest, he now lives in Northern California, where he enjoys biking, skiing, and hiking with his wife, and their blended family of 7.
Bob Hogan joined The Mather Group as a Wealth Advisor in January 2026 following the merger of The Hogan-Knotts Financial Group, Inc. Bob focuses on intergenerational and legacy planning where he helps clients develop financial plans based on their families’ long-term goals. Prior to joining The Mather Group, Bob was one of two founders and Senior Planners at The Hogan-Knotts Financial Group, Inc. He is known for building trusted relationships and guiding clients through complex financial decisions with clarity and care.
Bob graduated with honors from Florida Tech, earning bachelor’s degrees in chemistry and chemical engineering. He later completed his professional financial education through The College for Financial Planning, where he earned the CERTIFIED FINANCIAL PLANNER® (CFP®) designation.
A frequent speaker and contributor within the financial community, Bob has presented to audiences including financial advisors, CPAs, corporate executives, and public investment forums. He has also been invited to write for financial publications.
Bob is deeply committed to community service and professional leadership. He has served on the Board of the Monmouth Unit of the American Cancer Society, including as Chair of the Special Contacts Committee and as a member of the Legacy and Planned Giving Committee. He is also a past President of the Estate and Financial Planning Council of Central New Jersey.
Bob is married and has two adult children. He values the balance between family, friends, professional excellence, and community involvement.
Ryan joined The Mather Group in May 2023 through the firm’s acquisition of Clear Perspectives Financial Planning, where he had worked since 2020, assisting with client meeting preparations and back-office management. Prior to Clear Perspectives, Ryan worked in financial planning operations. He earned his undergraduate degree in Finance and Mathematics from the University of Notre Dame. Ryan is also a CERTIFIED FINANCIAL PLANNER® professional.
As a Wealth Advisor, Ryan manages our valuable client relationships through developing financial plans and implementing customized, comprehensive financial solutions to meet their unique needs. He puts our clients' interest first and is committed to developing meaningful, long-term relationships. Ryan is a graduate of Indiana University’s Kelley School of Business, where he received a Bachelor of Science degree in Business.
Samantha joined The Mather Group as a Senior Client Service Associate, bringing five years of Client Service experience. In this role, Samantha supports the Wealth Advisors by working closely with custodial service teams to open new accounts, initiate money movements and other general account maintenance. Prior to joining The Mather Group, Samantha worked at TCG Advisors as the Operations and Client Service Manager.
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