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As Controller, Kenny oversees the company’s accounting operations with a focus on accuracy, transparency, and strategic financial reporting. Kenny brings extensive experience in transaction accounting and internal controls to support informed decision-making and help leadership drive sustainable growth. Prior to joining the company, Kenny started his public accounting career at Deloitte and later served with increasing responsibilities at both public and private financial institutions in private debt, litigation finance, and banking sectors.
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 May 2025.
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.
As a Wealth Advisor, Logan manages our valuable client relationships through developing financial plans and implementing customized, comprehensive financial solutions to meet their unique needs. He was drawn to the wealth management industry because of the opportunity to build relationships with and help better the lives of individuals through his work. Logan joined The Mather Group in December 2021 with the acquisition of Eugenias Advisory Group, where he had been working since 2017. He graduated with honors from Western Kentucky University's Gordon Ford College of Business, with a Bachelor of Science degree in Finance and a Certificate of Financial Planning. He is also a CERTIFIED FINANCIAL PLANNER® professional and a member of the National Association of Personal Financial Advisors (NAPFA).
As a Finance Manager, Loren directly supports the finance team by providing financial insights, reliable data, and analysis to be used in decision-making and planning. Immediately prior to joining The Mather Group, she was a Sr. Financial Analyst with Wine Enthusiast. Her previous experience includes roles as a Financial Analyst with General Atomics, and a Jr. Treasury Analyst with MedImpact Healthcare Systems Inc. Loren earned her Bachelor of Science degree in Finance from California State University, San Marcos, and a Master’s degree in Finance from the University of California, San Diego.
Loren brings a client-focused approach, delivering exceptional service with professionalism, organization, and attention to detail. Her background includes experience in bankruptcy, tax controversy, and immigration law, supporting clients through complex and sensitive matters. Loren graduated from the University of Houston with a bachelor’s degree in Human Development and Family Studies and a minor in Nonprofit Management and Development.
As a Business Development Manager, Lucas helps develop meaningful new relationships with retirees, corporate executives, and our referral networks for the firm. He holds a B.S. in Business Management and Entrepreneurship from the Kelley School of Business at Indiana University and attained his CERTIFIED FINANCIAL PLANNER® accreditation in 2019. Lucas joined The Mather Group first as a Wealth Advisor and has now transitioned into his new role — enabling him to help even more individuals walk through and plan for everything retirement. Prior to The Mather Group Lucas worked for multiple National and Regional Registered Investment Advisory firms helping a wide range of clients with integrated financial planning and offering needs-based solutions.
As a Wealth Advisor, Luis Robles brings over 16 years of experience in the financial services industry. He is responsible for providing strategic financial advice as well as coordinating with our investment and tax team to discuss wealth management strategies. Luis earned a B.A. in Economics from Sonoma State University, an M.A. in Economics from The University of New Mexico, and is also a CERTIFIED FINANCIAL PLANNER® professional.
Maria joined The Mather Group as an Office Manager in November 2025, she has a unique ability to bring an energetic and positive perspective to any situation. She places great emphasis on client relationships and has an authenticity that people appreciate. She is the firm’s “professional problem-solver.”
Maria and her husband George live in Napa with their dog, Thelonious Chunk “ Theo” the English Bulldog. They have 2 sons, Patrick and Colin, and a daughter, Brogan. Maria loves to travel and learn about different cultures and their history. Maria is also a huge Buffalo Bills fan.
M.C. started her financial services career in 1986, hired by her friend and mentor Karen Glikman to join a boutique financial planning firm in San Francisco CA with a diverse clientele, including young professionals, LGBTQ singles and couples, women-led households, small business owners, and many others from different walks of life. In 1992, Karen invited M.C. to join Glikman Associates to manage daily operations and M.C. later earned her CFP designation to help build and manage the Glikman client relationships. M.C. brings many years of experience and empathy, providing continued translations of facts and figures into meaningful, empowering conversations.
A native of France, M.C. immigrated to the U.S. at age 10. The first in her family to attend college, she holds a B.A. in French literature, and earned a California teaching credential, from College of Notre Dame (now Notre Dame de Namur University) in Belmont, CA. M.C. also holds a CERTIFIED FINANCIAL PLANNER™ designation.
Marissa joined The Mather Group in April 2026 as a Marketing Automation & Content Associate, where she supports growth through content development, campaign execution, and marketing automation initiatives. She brings a strong marketing operations mindset, focused on optimizing campaigns, data collection, and processes to drive measurable results and enhance the client experience from end-to-end.
Prior to joining TMG, Marissa developed her creative and analytical skills in multiple fast-paced environments. Outside of work she enjoys concerts, creative projects, language learning, and spending time with her two cats.
As a Wealth Advisor, Mark 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. Mark holds a BA in Business Management with concentrations in Finance, Investing & Banking, and Risk Management & Insurance from The University of Wisconsin-Madison.
Mary joined The Mather Group as a Client Services Manager in April 2026 after the partnership with Sebold Capital Management. She has over 25 years of operations experience in the financial and securities industry.
In this role, Mary supports the Wealth Advisors by working closely with custodial service teams to open new accounts, initiate money movements and other general account maintenance.
Mary works remotely and resides in Colorado. During her free time, she loves spending time in her garden, fishing, SUP, and taking the dog on mountain hikes.
As a Wealth Advisor, Matthew helps manage our valuable client relationships through the development and implementation of personalized financial plans to meet our clients’ unique needs. Matthew joined The Mather Group in January 2022, bringing more than 10 years of industry experience. Most recently, he served as Senior Manager, Private Client Advisor at Schwab Private Client. Matthew’s previous roles included being a Wealth Manager at USAA and a Retirement Relationship Manager at Fidelity Investments. Matthew earned a Bachelor’s degree in Financial Services from the University of North Texas and a Master’s degree in Personal Financial Planning from the College of Financial Planning in Denver. He is also a CERTIFIED FINANCIAL PLANNER® professional.
Matt joined The Mather Group in June 2023, after earning his Bachelor of Science degree in Economics with a Certificate in History from the University of Wisconsin-Madison. He worked with the TMG team as an intern during the summer of 2022. In his role as a Client Associate, Matt supports the firm’s proprietary financial planning process by gathering client information and documentation.
Max joined the Mather Group in September 2025, after graduating from Michigan State University with a Bachelor’s degree in economics. As a Client Associate, Max supports the firm’s proprietary financial planning process by gather client information and documentation.
As a 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. Megan is a CERTIFIED FINANCIAL PLANNER® practitioner.
Melanie joined The Mather Group as an intern in January 2024. Shortly after graduatingwith a Bachelor of Business Administration in Accounting from Dominican University,she joined The Mather Group full-time. As a Tax Associate, Melanie is responsible forassisting the firm’s CPAs in managing tax planning needs of high-net worth clients.
Melissa joined The Mather Group in February 2024 as a Client Services Associate, bringing 19 years of experience in customer service and administrative support. Prior to TMG, she worked as Business Manager for United Spraying Service and as Regional Office Manager for Restaurant Technologies, Inc . Melissa graduated from the University of Missouri-St. Louis with a Bachelor of Science in Business Administration.
Mia joined The Mather Group in July 2025 after graduating from Michigan State University with a degree in Finance. As a Marketing Associate, Mia helps drive TMG’s growth through digital marketing, event execution, and cross-team collaboration focused on elevating the client experience.
Before joining TMG full-time, Mia completed TMG’s finance internship in 2024, where she collaborated with the marketing department on projects, research, and data collection.
Outside of work, Mia enjoys traveling, cooking, staying active, and spending time with family and friends.
Go Green!
Mike joined The Mather Group in May 2023 through the firm’s acquisition of Clear Perspectives Financial Planning, where he had worked since 2021, advising clients on retirement planning, tax planning and cash flow management. Over his 20-year career, Mike was also a Financial Advisor for a large national bank. He earned his Bachelor of Arts degree from Miami University in Oxford, Ohio, and he is a CERTIFIED FINANCIAL PLANNER® professional.
As a Financial Planner, Michael 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. Michael holds a B.B.A in Business Economics and Finance from The University of Memphis.
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