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Deb joined The Mather Group in May 2023 through the firm’s acquisition of Clear Perspectives Financial Planning, where she had worked since its 2008 founding, most recently as Advisor, Chief Compliance Officer, and Director of Operations. While she has more than 30 years of professional and volunteer project management experience, Deb specializes in retirement planning. She holds certifications as a Chartered Retirement Planning Counselor and a National Social Security Advisor. Deb earned a Bachelor’s degree in Chemical Engineering from Michigan State University.
As a Trader, Eli is involved in daily trading activity, as well as executing complex investment strategies and managing portfolio accounting and maintenance for all clients. He joined The Mather Group in August 2022 after working as an Investment Professional at JP Morgan Chase. His previous experience includes roles as a Trader at Camelot Portfolios, Kore Trading, and Eagle Market Makers. Eli earned a Bachelor of Arts in Business Administration from Dominican University.
As a Wealth Advisor, Elisa manages our valuable client relationships while developing financial plans and implementing customized, comprehensive financial solutions to meet their unique needs. Elisa joins us from Ellevest where she was a Financial Advisor and was responsible for developing the Southern U.S. region. Prior to Ellevest, she was a Senior Wealth Advisor at Manske Wealth Management in Houston. She earned her B.S. in Biological and Physical Sciences from the University of Houston-Downtown. Elisa is a CERTIFIED FINANCIAL PLANNER® professional and also a Chartered Retirement Planning CounselorSM.
Elviz is a Tax Associate responsible for assisting the firm's CPAs in managing tax planning needs of high-net worth clients. Elviz previously interned for Equity Residential as an Accounting Intern in 2023 as well as Wipfli in 2024 as a Tax/Audit intern. He originally joined The Mather Group as an intern in January 2025. After graduating with a Bachelor of Business Administration in Accounting from Loyola University Chicago, he continued his education and completed a Master of Science in Accounting with a Graduate Certificate in Data Analytics in August 2025. He is actively pursuing his CPA license.
As a Tax Director, Emily develops tax-reduction strategies for corporate executives and retirees. She simplifies complex scenarios for clients while maximizing after-tax cash flows. Emily also assists with the tax compliance services to our Family Office clientele. She joined The Mather Group from PricewaterhouseCoopers LLP, where she served as a Tax Intern, Tax Associate, and Senior Tax Associate in their Financial Services group. There she provided tax compliance services to private equity firms, real estate companies, and hedge funds. She holds her Bachelor of Science in Accountancy from Miami University and is a Certified Public Accountant.
Emily helps manage our valuable client relationships through developing financial plans and implementing customized, comprehensive financial solutions to meet their unique needs. She is a firm believer that expert advice for those looking to retire can cut through confusing information for families who are busy with their own lives. Prior to The Mather Group, Emily worked as an Advisory Assistant at Resource Advisory Services. Emily graduated from Maryville College with a Bachelor of Arts in Biology. She also holds a Master of Science degree in Personal Financial Planning from Kansas State University.
As Trading Director, Frank is responsible for overseeing daily trading activity, executing complex investment strategies, and managing portfolio accounting and maintenance for all clients. He also focuses on constructing and managing passive fixed income portfolios. Frank joined the firm in 2018 following his role as a Financial Trader for Insight Securities. He holds a Bachelor of Science degree in Finance and International Studies from the University of Missouri.
As a Tax Associate, G’layah is responsible for serving the firm’s CPAs with their administrative needs along with assisting our high-net-worth clients. G’layah initially joined The Mather Group as a Tax Intern in January 2023. In 2025, G’layah graduated from DePaul University with a double major in Psychology and Accounting.
George McCuen joined The Mather Group as a Wealth Advisor in November 2025 following the merger of Napa Wealth Management. George began his career in 1987 and became a Certified Financial Planner (CFP®) in 1990. In 1997, George founded Napa Wealth Management. He has served on TD Ameritrade’s Institutional Services Advisory Panel from 2000 to 2002 and from 2011 to 2013. Additionally, George serves on the National Independent Financial Advisory Panel, a 22-member panel of investment managers across the US. In 2018, he earned the Certified Private Wealth Advisor (CPWA®) designation administered by the Investments and Wealth Institute and taught in conjunction with the University of Chicago Booth School of Business. George earned his undergraduate degree in Business Management from Sonoma State University.
A Napa native, George, and his wife, Maria, live in Napa where they own a small vineyard, Bulldog Vineyards, and grow Cabernet Sauvignon and Cabernet Franc grapes. He is an active drummer, playing with local musicians. He has also been involved with Napa High School’s instrumental music program. A Napa High Band alumnus, George served as the president of the Napa High School Band and Orchestra Boosters from 2009 to 2011 and spent over eight years working with the Napa High jazz ensemble and drum line. He also loves scuba diving when traveling to warm-water destinations.
George and Maria’s bulldog, Thelonious “Theo” is a fixture at TMG’s Napa building. Theo and George share an office.
Grace joined The Mather Group in June of 2024 after graduating from the University of Missouri with her Bachelor of Science degree in Business Administration. She worked with The Mather Group as an intern in 2023. As a Client Associate, Grace supports the firm’s proprietary financial planning process by gathering client information and documentation.
As a Tax Manager, Greg develops tax reduction strategies for corporate executives and retirees. He simplifies complex scenarios for clients while maximizing after-tax cash flows. Greg joined The Mather Group in December 2024, bringing in over 10 years of financial services and 10 years of public accounting experience. Before joining The Mather Group, he worked at Mariner Wealth Advisors as a Tax Manager and Controller at Navigator Wealth Management. He earned a Bachelor of Science in Political Science from The Ohio State University and an MBA and Master of Financial Planning from Georgetown University. He holds the Chartered Financial Consultant and Chartered Life Underwriter designation and is a registered IRS Enrolled Agent. Before attending college and starting a career in financial services and public accounting, he proudly served as an Airborne Ranger Medic in the U.S. Army Special Operations Command.
Gus joined The Mather Group in September of 2025. He graduated from The University of Alabama’s Culverhouse College of Business with a Bachelor of Science degree in Finance. In his role as a Client Associate, he plays a key part in executing the firm’s financial planning process by preparing and analyzing client data.
Harrison joined The Mather Group in June 2023 after graduating from Texas Christian University with a Bachelor of Business Administration degree in Finance and Accounting. He worked with The Mather Group team as an intern during the summer of2022. As a Financial Planner, Harrison enhances the firm’s exclusive financial planning process by gathering client information and documentation. Harrison puts the clients' interests at the forefront and is dedicated to cultivating meaningful, long-lasting relationships.
Heather joined The Mather Group in May 2023 through the firm’s acquisition of Clear Perspectives Financial Planning, where she had worked since 2016, most recently as a Client Services Specialist. Her prior background includes 10 years of experience as an economic development research manager and three years as a paralegal. Heather earned both a Bachelor’s degree and a post-baccalaureate certificate from the University of Cincinnati.
As a Wealth Advisor, Hutch Ashoo has been serving the complex needs of high-net-worth investors for more than 30 years. Hutch is a published author of several books including Improving Portfolio Performance for Multi-Millionaires, Beyond Wealth: Finding the Balance Between Wealth and Happiness and The Art of Protecting Ultra-High Net Worth Portfolios and Estates along with several others. He is also a published financial expert columnist in national journals and newspapers as well as legal and tax publications. He began his tenure with the Mather Group when Pillar Wealth Management joined TMG in 2025.
As a Wealth Advisor, Jack manages our valuable client relationships through developing financial plans and implementing customized, comprehensive financial solutions to meet their unique needs. Prior to joining The Mather Group, he spent time in client-facing roles at Fidelity and within the Independent Advisory space, most recently as an Associate Wealth Advisor. Jack holds a Bachelor of Business Administration in Finance from the University of Texas as well as the CERTIFIED FINANCIAL PLANNER® and CERTIFIED INVESTMENT MANAGEMENT ANALYST® designations.
Jack joined The Mather Group in June 2024 bringing expertise rooted in a Bachelor of Science in Finance from Marquette University. With a passion for delivering strategic financial solutions, Jack is dedicated to guiding clients towards sustainable financial success. As a Client Associate, Jack supports the firm’s proprietary financial planning process by gathering client information and documentation.
Jack joined The Mather Group in February 2025. Before joining, he worked as a Financial Service Representative at Morgan Stanley. He is a graduate of the Scheller College of Business at the Georgia Institute of Technology, where he majored in Business Administration concentrating in finance and received a certificate in accounting. In his role as a Client Associate, Jack supports the firm’s proprietary financial planning process by gathering client information and documentation.
Jacob joined The Mather Group in October of 2024 as a Salesforce Administrator. Most recently, he served as the Salesforce Administrator for the Chicago Fire Football Club, where he single-handedly managed Salesforce operations for Ticket Sales, Corporate Partnerships and Marketing. In his new role at TMG, Jacob is the primary point of contact for supporting Salesforce end-users. He will play an active role in projects aimed at enhancing processes and delivering the best possible experience to the team members. Jacob received his Bachelor of Science from Eastern Michigan University, where he majored in Economics.
As a Financial Planner, Jacob supports the firm’s proprietary financial planning process by gathering client information and documentation. He puts our clients' interest first and is committed to developing meaningful, long-term relationships. Jacob holds a B.S. in Financial Planning from the University of Illinois Urbana-Champaign.
As a Tax Associate, Janet is responsible for assisting the firm’s CPAs in managing thetax planning needs of our high-net-worth clients. Janet joined The Mather Group in June2022, after graduating from DePaul University with a Bachelor’s degree in Accountancy.
As an IT Manager, Jason is responsible for working on our IT Solutions platform to support our fast-paced, growing business, drive decision-making related to technology solutions, and facilitate back-office operational and technology processes. In addition, Jason assists in enhancing our hardware and software management efforts and improving the day-to-day IT support experience for our employees. Jason joined us after working as a Field Service Engineer for Apex Systems, supporting all facets of the IT systems for the United Airlines terminal at O’Hare. He received his Bachelor of Science in Business Administration, Information Systems from The Ohio State University.
Jennifer joined The Mather Group in May 2023 through the firm’s acquisition of Clear Perspectives Financial Planning, where she had worked since 2012, most recently as a Client Services Manager. She brought nearly 30 years of administrative experience in marketing, real estate development, and IT recruiting. Jennifer is often the first point of contact for the Cincinnati team. She holds the Financial Paraplanner Qualified Professional certification from the College of Financial Planning and studied business administration at Thomas More University.
As a M&A and Corporate Development Director, Jeremy assists TMG’s Leadership Team and Board of Directors in further developing, shaping, and executing our growth strategy to build substantial value. He also supports our strategic growth initiatives by providing market and industry research and individual company analytical summaries. Immediately prior to TMG, Jeremy was an Investment Banking Associate with Uplift Partners. His previous experience includes roles as a Private Wealth Analyst with BMO Wealth Management, a Portfolio Counselor with Osborne Partners Capital Management, LLC., and an Investment/Financial Consultant with Fidelity Investments. He earned his Bachelor of Arts in Economics at California State University, Stanislaus, and a Master of Business Administration at The University of Chicago’s Booth School of Business. He also is a CERTIFIED FINANCIAL PLANNER® professional.
As an Investment Analyst, Jesse supports the development and application of portfolio and investment models. He works closely with the trading and advisory teams to coordinate the implementation of the financial planning and portfolio recommendations. Jesse joined TMG from Trinity Financial Advisors where he started after graduating in 2017 with a BBA in Finance from Loyola University Chicago.
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