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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.
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.
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.
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.
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.
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