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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.
Bob Hogan joined The Mather Group as a Wealth Advisor in January 2026 following the merger of The Hogan-Knotts Financial Group, Inc. Bob focuses on intergenerational and legacy planning where he helps clients develop financial plans based on their families’ long-term goals. Prior to joining The Mather Group, Bob was one of two founders and Senior Planners at The Hogan-Knotts Financial Group, Inc. He is known for building trusted relationships and guiding clients through complex financial decisions with clarity and care.
Bob graduated with honors from Florida Tech, earning bachelor’s degrees in chemistry and chemical engineering. He later completed his professional financial education through The College for Financial Planning, where he earned the CERTIFIED FINANCIAL PLANNER® (CFP®) designation.
A frequent speaker and contributor within the financial community, Bob has presented to audiences including financial advisors, CPAs, corporate executives, and public investment forums. He has also been invited to write for financial publications.
Bob is deeply committed to community service and professional leadership. He has served on the Board of the Monmouth Unit of the American Cancer Society, including as Chair of the Special Contacts Committee and as a member of the Legacy and Planned Giving Committee. He is also a past President of the Estate and Financial Planning Council of Central New Jersey.
Bob is married and has two adult children. He values the balance between family, friends, professional excellence, and community involvement.
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.
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.
As Managing Director, Head of Alternative Investments, Stephen applies his investment acumen and experience to assess and develop new investment offerings based on clients’ investment goals, risk tolerance, and retirement needs. He joined The Mather Group through the acquisition of HC Financial Advisors in August 2022, where he operated as the Chief Investment Officer and a Principal. Prior to HC Financial Advisors, he was a Senior Analyst of Zacks Investment Research, Senior Equity Analyst of Manning & Napier, and Principal of Wells Capital Management. Stephen earned his MS in Business and Finance and BS in Business and Management from San Diego State University. He also holds the Chartered Financial Analyst® designation, Chartered Alternative Investment Analyst® designation, and is a CERTIFIED FINANCIAL PLANNER® professional. Additionally, Stephen is Co-Chair of the Member Programming Advisory Council of the CFA Society of San Francisco.
Steven joined The Mather Group in August 2024 as Senior Director of Financial Planning and Analysis bringing 15 years of financial services experience across a variety of strategy and finance roles. Previously, Steven was a FP&A leader at Nuveen Investments in Chicago, and held roles at Northern Trust, Charles Schwab and PricewaterhouseCoopers. Steven earned a BS in Management from Boston College with concentrations in Finance and Strategy Management.
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