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Jiayao is a Tax Assistant at The Mather Group, where she supports CPAs with tax preparation and compliance for individual and business clients. She first joined the firm as a Tax Intern in Spring 2024 and again in Spring 2025, then returned in Summer 2025 after completing her BBA in Accounting at the University of Houston. She is currently pursuing a Master of Science in Accountancy with a focus on Tax Compliance and Consulting and will graduate in May 2026.
As a Tax Senior Associate, Joey assists in managing the tax planning needs of our high-net-worth clients. He earned his Bachelor of Science in Accounting degree from the University of Illinois at Chicago, and he is a Certified Public Accountant.
As a Tax Associate, John is responsible for assisting the firm’s CPAs in managing thetax planning needs of our high-net-worth clients. He earned a Bachelor of BusinessAdministration in Accounting from the University of North Texas.
As an Investment Director, Jon assists the firm’s Wealth Advisors in identifying clients’ investment goals and retirement needs. He works closely with the trading and advisory teams to coordinate the implementation of financial planning and portfolio recommendations. He is a member of the Investment Committee, contributes to thought leadership pieces, and assists with the onboarding and transitioning of new partner firms. Jon joined The Mather Group following his prior role as Portfolio Analyst at TIAA. He earned a BS in Business Administration from the University of Colorado, holds the Chartered Financial Analyst® designation, and is a CERTIFIED FINANCIAL PLANNER® professional.
Joe joined The Mather Group in March 2024 as Office Manager where he will serve theChicago office as well as the other TMG locations. Joe brought over 15 years of officemanagement experience and has also worked in the legal field for over 10 years. Heearned a bachelor’s degree in English from Lawrence University.
Josh joined The Mather Group in June 2023 after graduating from the University of Houston with a Bachelor of Business Administration degree in Finance and a specialization in Personal Financial Planning. He worked with The Mather Group team as an intern during the summer of 2022. As a Financial Planner, Josh enhances the firm’s exclusive financial planning process by meticulously collecting client information and documentation. Putting our clients' interests at the forefront, he is dedicated to cultivating meaningful, long-lasting relationships.
As a Trading Manager, Josh is involved in daily trading activity, executing complex investment strategies, and managing portfolio accounting and maintenance for all clients. He also focuses on model analysis and the utilization of portfolio management and trading systems. Prior to The Mather Group, Josh worked at Bank of America Merrill Lynch as a Wealth Management Advisor, Portfolio Manager. He earned his Bachelor of Science in Business from Indiana University’s Kelley School of Business. Josh also holds the CRPC® designation.
As a Business Development Consultant, Joshua develops meaningful client relationships while building and implementing personalized financial plans to meet our clients’ unique needs. Joshua joined us from Charles Schwab & Co. Inc. in Lynnwood and Redmond, WA where he was a Vice President, Branch Manager. Prior to his Branch Manager position, he was Vice President, Financial Consultant with Charles Schwab in Salt Lake City, UT. Prior to Charles Schwab, he worked with Fidelity Investments in Scottsdale, AZ. Joshua earned his Bachelor of Science, Business Administration from Columbia College, Columbia, MO, and his Master of Business Administration (MBA) from the University of Utah. He also holds the Certified Wealth Strategist (CWS®) designation.
Judy joined The Mather Group in July 2023. During Judy’s extensive 30+ years in financial services, she has learned the importance of sound financial planning. She believes that planning is the foundation of helping individual investors reach their life goals. Judy performs in-depth reviews of her clients’ current financial picture to help them pursue both short- and long-term financial goals. She recommends wealth preservation/accumulation, risk management, and wealth transfer strategies, providing comprehensive financial plans for individuals and families. Immediately prior to joining The Mather Group, she was a VP, Financial Advisor with Wealth Enhancement Group. Judy is a CERTIFIED FINANCIAL PLANNER® professional, a Chartered Financial Consultant®, a Certified Wealth Strategist®, and a Certified Divorce Financial Analyst®. She earned a Bachelor of Arts degree in Economics from the University of Oregon.
When Jules joined The Mather Group in March 2024, he brought nearly 20 years of experience with advising clients in the financial industry. Prior to joining The Mather Group, he was a Senior Financial Advisor with Vanguard and a Financial Consultant at Charles Schwab. Jules received his undergraduate degree from UC Berkeley in History and a master’s in business from the University of Redlands. He is also a CERTIFIED FINANCIAL PLANNER® professional.
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I grew up in the suburbs of Chicago and have been a huge Bears and Cubs fan all my life. I graduated from Indiana University studying Finance and Accounting in May 2024. Some things I enjoy doing in my free time are traveling, hanging out with friends, and being out doors.
As a Senior Tax Associate, Karla develops tax-reduction strategies for corporate executives and retirees. Her main area of focus is simplifying complex scenarios for clients while maximizing after-tax cash flows. When Karla joined The Mather Group in July 2023, she brought more than 10 years of tax experience. Her career began as an Associate with Kelley, Catterson & Co. P.C., and she went on to spend eight years at Southern Wealth Management, LLP, most recently as a Senior Associate. Immediately prior to TMG, Karla worked as a Consultant on a project for Chilton Trust Company, NA, on a contract basis through Robert Half. Karla earned both a Bachelor of Business Administration in Accounting degree and a Master of Accountancy degree from the University of Texas at San Antonio.
As a Wealth Advisor, Karla has been a long-time advocate for individual investors. She joined The Mather Group through the acquisition of HC Financial Advisors in August 2022, where she was the Chief Compliance Officer, Senior Financial Advisor, and Principal. Karla was responsible for helping to ensure that the firm remained compliant with state and federal laws and regulations and managing the day-to-day details of her clients’ finances. Before joining the HC Financial team, she was a Regional Director of Education at PeopleSoft and a Software Consultant at Must Software. In addition, Karla has served as a Board Member and Chair of the National Association of Personal Financial Advisors (NAPFA), the NAPFA West Region Board, and the FPA NorCal Conference Committee, which she also chaired in 2014. Karla earned her MBA in Technology Management at Santa Clara University and her BA in Economics at the University of California, Davis. She also is a CERTIFIED FINANCIAL PLANNER® practitioner, and she earned a Diversity, Equity, and Inclusion (DEI) certificate from NAPFA.
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As a Business Development Manager, Karly wakes up every morning excited and eager to help clients turn their financial goals into realities. With exceptional attention to detail, Karly's talents as a professional shine brightest when she's planning and implementing customized, comprehensive financial solutions to meet the unique needs of individuals and families. Karly joined The Mather Group in 2025 and brings with her a 15+ year career that includes positions held at Fisher Investments, Marks Group Wealth Management, and Merril Lynch. Karly is a CERTIFIED FINANCIAL PLANNER® practitioner and a graduate of the University of Minnesota, where she earned degrees in Economics and Management. When she's not helping her clients strengthen their financial future, Karly enjoys cooking, traveling, and spending time with her sons and husband at their family cabin.
Kate joined The Mather Group in May 2023 through the firm’s acquisition of Clear Perspectives Financial Planning, where she had worked since 2014, most recently as Advisor & Portfolio Manager. Prior to Clear Perspectives, Kate accumulated seven years of experience in nonprofit finance and community development in Chicago and Cincinnati. She received her undergraduate degree from Denison University and an MBA from the University of Cincinnati. Kate is also a CERTIFIED FINANCIAL PLANNER® professional.
As a Wealth Advisor, Katie helps manage our valuable client relationships by developing financial plans and implementing customized, comprehensive financial solutions to meet their unique needs. Katie joined The Mather Group in November 2021 with the acquisition of Allison Spielman Advisors, where she served clients in a financial planning role and helped manage the operations of the firm. Katie is a CERTIFIED FINANCIAL PLANNER® practitioner and a graduate of Seattle Pacific University, where she earned degrees in Accounting and Business Administration with a Finance concentration.
As a Wealth Advisor, Kelly helps manage our valuable client relationships through the development and implementation of personalized financial plans to meet our clients’ unique needs. Kelly joined The Mather Group in 2022, bringing more than 20 years of experience. Immediately prior to TMG, Kelly spent seven years as the Owner/President at two privately held businesses, Carpenter Financial, Inc. (a registered investment adviser) and Carpenter CPA Services PC. His previous roles include being an Independent Tax Consultant, an Associate with Leavitt Siegal, and a Client Manager, Tax Senior, and Network Manager with Medical Business Consultants. Kelly earned a Bachelor’s degree in Accountancy from Western Michigan University. He is also a CERTIFIED FINANCIAL PLANNER® professional and a Certified Public Accountant.
Kelsey was Chief of Staff at Angi, Inc., where she helped open and operate sales offices in Denver, Indianapolis and Chicago. Her 10 years of administrative experience assists the tax team in their day-to-day operations. Kelsey earned her bachelor’s degrees in Environmental Studies and Communications from Tulane University.
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 a Wealth Advisor/Director of Estate Planning, 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® certification 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 Manager, Kim develops tax reduction strategies for corporate executives and retirees. Kim joined The Mather Group in September 2024, bringing over 15 years of industry experience. Kim worked as a Tax Manager in public accounting and corporate finance. Kim earned her master’s degree in accounting from Lakeland College. Kim is also a Certified Public Accountant.
As TMG’s Director of Advisor Growth, Laura focuses on enhancing advisor development, training, and productivity to ensure clients receive the highest level of service and guidance. She has a background in Personal Finance, Behavioral Science, and Sociology, graduating from Brigham Young University with a degree in Sociology and a research focus in racial and social injustice. She transferred the behavioral and analytical components of Sociology into her second career in values-based financial planning. She is both a CFP® professional and a Behavioral Financial Analyst, skilled in strategy development, learning & development, and change management. Prior to joining TMG, Laura worked with Facet Wealth, a fin-tech startup, as both the Senior Director of Planning Strategy and the Director of Planner Training.
Lina initially joined TMG as an intern in January 2024 an is currently a Tax Assistant. Lina is responsible for assisting the firm’s CPAs with administrative tasks and tax planning needs of high-net-worth clients. Lina is an Accounting major with a minor in Finance at the University of Illinois at Chicago and is scheduled to graduate in May2025.
Linda joined The Mather Group in November 2023, bringing more than 20 years of financial industry experience to her new role. Most recently, Linda served as a Vice President- Financial Consultant at Charles Schwab & Co., Inc. Linda has broad experience working in a variety of financial disciplines, and her previous positions include serving as a Wealth Manager at USAA and as a Director, Corporate & Investment Banking at SunTrust Bank. Linda earned a Bachelor of Science in Health Care Administration from the University of Pittsburgh and a Master of Science in Public Management & Policy from Carnegie Mellon University. Linda is licensed as a Certified Public Accountant. She also holds the CERTIFIED FINANCIAL PLANNER® professional designation.
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