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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.
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.
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.
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 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, Nancy manages our valuable client relationships by developing and implementing customized financial plans to meet our clients’ unique needs. She began her career in financial planning at Harris Bank. She expanded her career and worked at RIA firms, servicing high net worth corporate executives, retirees, and university professionals and joined The Mather Group from Trinity Financial Advisors. Nancy has her B.A. in Liberal Arts from DePaul University and her M.B.A. in Financial Planning from Saint Xavier University. She is also NAPFA-Registered Financial Advisor.
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 Business Development Manager, Nate builds lasting client relationships and creates personalized financial plans to meet each client’s unique needs. Prior to joining us, Nate served as a VP, Financial Consultant at Charles Schwab & Co. Inc. in Phoenix, and also worked as a Premium Elite Relationship Manager at Merrill Edge in Chandler, AZ. With over a decade of experience in the financial services industry, Nate has a proven track record of helping clients reach their wealth management objectives. In the latter part of his career, he focused on managing the complex financial needs of high-net-worth individuals.
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