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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.
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.
Olivia joined The Mather Group as a Senior Client Services Associate, bringing with her a diverse background in client service, operations, and executive support. Prior to joining TMG, Olivia served as an Operations and Client Services Manager at TCG Advisors, supported more than 11 C-suite executives as an Executive Assistant, and founded her own Virtual Assistant business. In her current role, she works closely with Wealth Advisors and custodial teams to support clients through account maintenance, money movement and onboarding.
As a Wealth Advisor, Paola manages our valuable client relationships while developing financial plans and implementing customized, comprehensive financial solutions to meet their unique needs. Prior to joining The Mather Group, Paola was a Wealth Advisor at various independent advisory firms in the greater San Francisco Bay Area, including Quorum Private Wealth, Mercer Global Advisors, and Hewins Financial Advisors. Paola earned her Bachelor of Science in Foreign Service from Georgetown University in Washington, D.C. Paola is a Certified Financial Planner® professional and holds the FINRA series 65 license.
Patrick first began his foray in the financial services world as he was beginning college in 2003 under the mentorship of his dad, George McCuen. In 2010, he transitioned to TD Ameritrade Institutional in San Diego, CA where his skills and experience were sharpened over the next eight years. As he obtained his securities licenses, Patrick moved his way up through the service team, operations, and ultimately the sales department. He then transitioned back to the advising side of the industry and joined with The Mather Group in 2025.
Having grown up in Napa, Patrick relocated to San Diego in 2005 to complete his undergraduate education at Point Loma Nazarene University, where he earned his Bachelor’s degree in Business Administration. He currently resides near the La Jolla area with his blue heeler/border collie, Indy. He is an avid surfer who competes in an amateur Southern California surf league. His faith is a big part of who he is, and he could be found most Sundays playing guitar at Jesus Culture Church in San Diego. He enjoys traveling either to discover new surf spots or to his favorite European country, Italy, to exercise his Italian-speaking abilities.
Client Associate Patrick grew up in St. Louis, Missouri and currently lives in Lincoln Park. Patrick received a degree in finance from the Indiana University Kelley School of Business. Patrick enjoys speaking with perspective clients and growing The Mather Group.
As a Wealth Advisor, Rachel helps manage our valuable client relationships through the development and implementation of personalized financial plans to meet our clients’ unique needs. Rachel joined The Mather Group from Intrua Financial, where she supported a team that managed over $200M in AUM for 10+ years. Prior to Intrua Financial, she worked as a Branch Office Administrator at UBS Financial Services. Rachel holds a B.S. from Texas A&M University and a CERTIFIED FINANCIAL PLANNER® designation.
As a Director, Wealth Management, Randall develops meaningful client relationships while building and implementing personalized financial plans to meet our clients’ unique needs. Randall joined The Mather Group from Direct Energy, an electric and gas retail provider based in Houston, Texas. There he managed an analytics team focused on consolidating accounting estimates and forecasting future values for power and gas commodity deals. He holds his BBA in Finance and Master of Professional Accountancy from Stephen F. Austin State University. He is also a CERTIFIED FINANCIAL PLANNER® professional and a Certified Public Accountant.
As a Business Development Director, Richard develops meaningful client relationships while building and implementing personalized financial plans to meet our clients’ unique needs. Prior to joining us in 2016 from Charles Schwab & Co. Inc. he was a Vice President, Financial Consultant. Richard earned his Bachelor of Science, Interdisciplinary Studies from the University of Central Florida. He holds the CERTIFIED FINANCIAL PLANNER® and Chartered Financial Consultant® designations, and also serves as a volunteer Firefighter/EMT.
As Director, Talent & Development, Rob helps lead the firm’s employee development initiatives, training, and new employee onboarding experience. Rob joined TMG in December 2023, bringing over 10 years of human resources experience to the role. Prior to joining TMG, Rob served as the Director of People and Culture at LG Group in Chicago. He has worked in a variety of HR roles across industries focused on training, leadership development, performance management, and company culture. He began his career in Wealth management in 2020 as a Senior Human Resources Associate at Kovitz Investment Group Partners LLC. Roberto earned a Bachelor of Arts in Sociology from Pomona College in Claremount, California.
Robert joined The Mather Group as a Wealth Advisor in November 2025 following the merger of Napa Wealth Management. Prior to The Mather Group, Robert spent 18 years in the technology industry and 9 years at Charles Schwab. At Charles Schwab he served as an Investment Specialist then VP Financial Consultant. He advised more than 300 clients with over $300 million in assets. After his time at Schwab, Robert founded Carneros Asset Management which later merged with Napa Wealth Management in 2015, allowing him to focus entirely on working with his clients.
Robert is a native of the Pacific Northwest, he now lives in Northern California, where he enjoys biking, skiing, and hiking with his wife, and their blended family of 7.
Ryan joined The Mather Group in May 2023 through the firm’s acquisition of Clear Perspectives Financial Planning, where he had worked since 2020, assisting with client meeting preparations and back-office management. Prior to Clear Perspectives, Ryan worked in financial planning operations. He earned his undergraduate degree in Finance and Mathematics from the University of Notre Dame. Ryan is also a CERTIFIED FINANCIAL PLANNER® professional.
As a Wealth Advisor, Ryan 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. Ryan is a graduate of Indiana University’s Kelley School of Business, where he received a Bachelor of Science degree in Business.
Samantha joined The Mather Group as a Senior Client Service Associate, bringing five years of Client Service experience. In this role, Samantha supports the Wealth Advisors by working closely with custodial service teams to open new accounts, initiate money movements and other general account maintenance. Prior to joining The Mather Group, Samantha worked at TCG Advisors as the Operations and Client Service Manager.
As a Business Development Consultant, Sam manages our valuable client relationships through developing financial plans and implementing customized, comprehensive financial solutions to meet their unique needs. Sam is a graduate of The University of Iowa, where he received his B.B.A in Finance, and he is also a CERTIFIED FINANCIAL PLANNER® practitioner.
As Family Office, Senior Operations Associate, Sara is responsible for facilitating client service for the firm’s Family Office clients. This includes gathering client information and documentation, managing investment account administration, and collaborating with internal and external partners. Prior to joining TMG, Sara gained experience as an Administrative Assistant for various companies in the retail, hospitality, and financial industries. She earned her Bachelor of Science in Mathematics degree from the University of Utah.
Scott Emblen is a financial advisor with over 20 years of experience as a financial professional. Scott views his job as helping people clarify and quantify their financial situation to design and deliver on their financial life goals. In addition to client-facing roles, he spent several years on the institutional side educating advisors on financial products and services.
Scott earned his BA from Oregon State University and obtained the CFP® designation in 2003. Backed by the Certified Divorce Financial Analyst® designation, he’s helped many individuals and couples navigate the divorce process. As a native of the Portland area, Scott spends his leisure time enjoying the outdoors and an active lifestyle with his girlfriend and stepdaughter. He’s also completed several Ironman Triathlons.
As a Wealth Advisor/Regional Leader, Scott develops and implements customized financial plans and comprehensive tax strategies to meet our clients’ unique goals and objectives. With over 20 years of wealth management and tax services experience, Scott has an impressive track record of helping high-net-worth clients with complex tax, trust, and estate planning support. Scott joined The Mather Group from a Houston-based independent wealth management firm where he was Director of Financial Planning for nine years. Prior to that, he served in tax and wealth management roles at a handful of firms, including PricewaterhouseCoopers. Scott holds his BA and JD from the University of Idaho and completed a graduate program in Taxation at University of Washington School of Law.
As a Trader, Seamus is involved in daily trading activity, as well as executing complex investment strategies and managing portfolio accounting and maintenance for all clients. Seamus joined The Mather Group in May 2022 after working as a Mutual Fund Specialist at U.S. Bank. Seamus earned a Bachelor of Arts degree in Economics with a minor in Business Administration from the University of South Carolina.
As a Wealth Advisor, Sean manages our valuable client relationships through developing financial plans and implementing customized, comprehensive financial solutions to meet their unique needs. Sean is a CERTIFIED FINANCIAL PLANNER® practitioner and a graduate of Indiana University’s Kelley School of Business, where he received his BS in Business with a major in Finance. He also holds the Chartered Financial Analyst® (CFA) designation
As a Tax Senior Manager, Shauna assists the firm’s CPAs in providing comprehensive tax services and implementing tax strategies. Shauna joined The Mather Group in January 2022 with more than 10 years of experience, including working for two companies that were rated among Atlanta’s Top 25 CPA firms by American Registry. Immediately prior to TMG, she was a Senior Tax Analyst at HLB Gross Collins P.C. She has worked in various industries providing tax planning services, preparing business and individual returns as well as assisting clients with general business tax compliance requirements. With her experience, she has become adept at navigating the complexities of the tax code and interpreting them for her clients. As an Enrolled Agent, she has successfully negotiated with the IRS and state agencies to resolve client matters. Shauna holds a Bachelor’s degree in Finance & Investments, with minors in Accounting and Communication, from Bernard M. Baruch College. She pursuing is a Master of Science in Accountancy from the University of Phoenix.
As a Financial Planning Associate, Shequeta supports The Mather Group’s proprietary financial planning process by gathering client information, documentation and assisting in the creation and implementation of comprehensive financial plans tailored to our clients’ unique needs. She puts the clients' interest first and is committed to developing meaningful, long-term relationships. Shequeta holds a Bachelor of Science in Finance from Southern Illinois University and an MBA from Northern Illinois University. Prior to joining The Mather Group, Shequeta served as Financial Advisor at Forum Financial Management and held various roles at General Motors including Financial Analyst.
Soo joined The Mather Group in June 2023, after spending four years in operationsroles of increasing responsibility at Amazon. In her role at TMG, she helps to implementand support back-office operational processes and helps to inform decisions about the firm’s technology solutions. Soo graduated from the University of Washington-Seattlewith a Bachelor of Arts degree in Political Science.
Stephanie joined The Mather Group as a Client Service Associate, bringing over ten years of Client Service experience. In this role, Stephanie supports the Wealth Advisors by working closely with custodial service teams to open new accounts, initiate money movements and other general account maintenance. Prior to joining The Mather Group, Stephanie worked with an independent advisor as Director of Operations and Client Service Manager.
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