.png){kind=small}
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.
Block quote
Ordered list
Unordered list
Bold text
Emphasis
Superscript
Subscript
Group as a full-time employee in July 2022, bringing over twenty years of experience in the financial services industry. Prior to The Mather Group, she established a consulting firm, Alpha Operations Consultants, Inc., that worked directly with independent fee-only registered investment advisers (RIAs) to deliver projects. Her work there consisted of integrating back-office operations and advising RIAs on performance reporting to improve their processes. Prior to Alpha Operations Consultants, Stephanie was a VP of Operations at an Austin-based fintech startup. Stephanie earned her Master in Business Administration with a concentration in Finance and a B.A. in Economics from the University of Texas at Austin. She has certifications as a Project Management Professional (PMP) and a Certified ScrumMaster.
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.
Stewart rejoined The Mather Group in December 2023 as Director, Salesforce. He brings over eight years’ experience working with Salesforce. Stew interned with The Mather Group for three summers and became a full-time employee. After working for TMG for four years, he left TMG to pursue consulting, specifically within the Salesforce ecosystem at Vantage Point Consulting and then NeuraFlash where he served as a Solution Architect. Stew received his Bachelor of Sciences in Business from Indiana University, where he majored in Finance and Technology Management.
As a Financial Planner, Suzanne supports the firm’s proprietary financial planning process by gathering client information and documentation and creating financial plans. She puts our clients’ interest first and is committed to developing meaningful, long-term relationships. She joined The Mather Group through the acquisition of Cedar Financial Advisors, LLC, where she served as a Client Services Manager. Prior to Cedar Financial Advisors, LLC, Suzanne was a CFO at Norway Labs, a Consultant at Malcolm Pirnie, a Senior Consultant at Integrated Utilities Group, and an Assistant Finance Director for the City of Vancouver, Washington. She earned a Master of Public Administration from Lewis & Clark College and a Bachelor of Science in Economics and Speech Communication from Willamette University.
As a Tax Manager, Tania develops tax reduction strategies for corporate executives and retirees. Tania joined TMG in September 2024. With over 10 years of experience in tax and accounting across nonprofit, for-profit, and public sectors, she brings a wealth of knowledge to the team. In her previous roles, she has handled both tax planning and compliance. Tania holds dual master’s degrees. One in Accounting and another in Finance. She is a Certified Public Accountant and a Certified Financial Planner.
As Assistant Controller, Tara helps to manage the firm’s accounting process, including accounts receivable, accounts payable, and payroll. She also prepares reports that summarize and forecast business activities and financial positions related to income, expenses, and earnings. Tara joined The Mather Group in June 2023, bringing 20 years of professional experience. Her previous roles include serving as Corporate Controller for AJ Capital Partners, Senior Manager – Corporate Accounting at WNC First Insurance, Vice President at Northern Trust, and positions of increasing responsibility at GE Capital, the financial services division of General Electric. Tara earned a Bachelor of Business Administration degree in Accounting from Drake University and an MBA with a concentration in Finance from DePaul University. She is also a Certified Public Accountant.
As a Tax Associate, Tashi is responsible for assisting the firm’s CPAs in managing thetax-planning needs of our high-net-worth clients. Immediately prior to The MatherGroup, she worked on the Tax Services team for Crowe. She earned a Bachelorof Science in Accounting and a Master of Science in Accounting from the University ofHouston, Clear Lake. She is actively pursuing her CPA license.
As Engineering Director, Brian helps to implement and optimize technology solutions. Brian served as an Investment Advisor for five years and his previous experience also includes portfolio management and securities research. Brian holds a Bachelor of Arts Degree in Business Marketing from Ohio University and an Executive Certificate in Financial Planning from Duquesne University.
Tom joined The Mather Group in June 2023, after earning his Bachelor of Science degree in Public Affairs from Indiana University – Bloomington, including a minor in Financial Literacy from IU’s Kelley School of Business. He worked with the TMG team as an intern during the summer of 2022. In his role as a Client Associate, Tom supports the firm’s proprietary financial planning process by gathering client information and documentation.
Tim Ayles joined The Mather Group as an Investment Director in November 2025 following the merger of Napa Wealth Management. Prior to The Mather Group Tim served as Chief Investment Officer at Napa Wealth Management since 2008. As the former lead portfolio manager of the NWM Momentum Fund and a seasoned manager of currency arbitrage hedge fund strategies, Tim brings over 25 years of experience developing sophisticated trading models for stocks, futures, and currencies. His ability to distill complex investment concepts into clear, relatable terms empowers clients to understand and engage with their portfolios confidently. A serial entrepreneur, Tim has built and sold businesses across diverse industries to private equity firms and thrives on consulting with business owners to enhance company value through strategic cash flow and growth initiatives, blending analytical precision with a passion for problem-solving. A dedicated family man, Tim has been married to his high school sweetheart for decades and is a proud father of four. He has coached his children’s sports teams, serves on the board of a non-profit supporting families in crisis, and is actively involved in his church. An avid sports fan and self-proclaimed book nerd, he also contributes to his community as a board member for local Little League and other charitable organizations. His vice, which can ruin his productivity and efficiency, is any invitation to go get ice cream and sit by the fountains to people watch. He will never turn it down.
_Bates_Cropped.avif)
As a Wealth Advisor, Tim manages our valuable client relationships by developing and implementing customized financial plans to meet our clients’ unique needs. Tim joined The Mather Group in August 2022, bringing over 14 years of industry experience. He spent the previous 12 years working with Charles Schwab, most recently as Vice President, where he provided comprehensive financial planning, estate planning guidance, and long-term investment advice to high-net-worth households. Tim earned his Bachelor of Arts in Communication with a Minor in Business from Arizona State University. He is also a CERTIFIED FINANCIAL PLANNER® professional and an Accredited Asset Management SpecialistSM.
As an IT Director, Tim is responsible for establishing, monitoring, and maintaining information technology systems and services, working in partnership with internal leaders and external vendors. Tim joined The Mather Group in November 2022 after spending seven years with Berlin Packaging as Manager, IT Service Delivery & Support. Over the previous 10 years, he served as Vice President, Service Desk Operations Manager at Guggenheim Partners. Tim earned a Bachelor of Science degree in Mass Communication/Journalism from the University of St. Thomas. He also holds the Information Technology Infrastructure Library (ITIL) V3 certification and the ITIL Intermediate Certificate in Service Operation.
When Todd joined The Mather Group in February 2024, he brought 11 years of financial planning experience. Todd currently manages client relationships and helps develop and customize strategic financial plans for the families he serves. Prior to this, Todd was a Vice President of Institutional Equity Trading for Instinet LLC. Todd graduated from Missouri State University with a degree in Finance.
As an Operations Associate, Tomas supports back-office operational processes and helps to establish and drive decision-making for technology solutions and operational processes for the firm. Prior to joining The Mather Group in July 2023, Tomas was a Wealth Manager at Creative Financial Planning, Inc. Tomas earned both a BBA in Finance and Business Administration and an MBA in Financial Management from Iona University.
Tonya joined The Mather Group as a Senior Client Service Associate in November 2025. She has 16 years of experience in the wealth management industry. Tonya 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 that, she served for 10 years in health insurance call centers for two major health insurance providers, providing leadership, customer service support, and training.
Outside the office, Tonya loves planning family retreats with her husband and their two grown children. She also pursues solo backpacking adventures and has explored trails throughout the Sierras and the Grand Canyon—with many more adventures ahead.
As a Tax Manager, Tyler develops tax-reduction strategies for corporate executives and retirees. He’s a graduate of Millikin University, where he received his Bachelor of Science degree in Accounting, with a minor in Finance. He also served as Team Lead for Millikin University’s Tabor Investment Portfolio, actively managing a portion of the university’s endowment fund.
As a Financial Planner, Tyler 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. He joined The Mather Group in December 2021 with the acquisition of Eugenias Advisory Group, where he had been working since 2019. Tyler holds a B.B.A. in Finance from the University of Houston.
As a Wealth Advisor, Will develops meaningful client relationships in the New York market, while building and implementing personalized financial plans. Will joined us from TIAA where he served as a Wealth Management Advisor. Prior to that, he spent time with a large national wealth management firm as both an Investment Representative and Financial Consultant. Will is a graduate of the State University of New York at Albany where he earned a degree in Spanish and Iberian Studies.
As a Trader, Zach is responsible for daily trading activity, executing complex investment strategies, and managing portfolio accounting and maintenance for all clients. He joined The Mather Group in March 2025 after working as a Wealth Advisor at Equitable Holdings LLC. Zach holds a Bachelor of Business Administration in Finance from the Gatton College of Business and Economics at the University of Kentucky.
As Managing Director of TMG Family Office, Laura is responsible for overseeing the implementation of the goals and mission of the Family Office. She coordinates the Family Office staff, various external resources, and advisors to holistically serve the financial, wealth, tax, estate, and other planning and administrative needs of the Family Office practice. Laura has been working with ultra-high-net-worth individuals and families on all aspects of their wealth planning for more than 25 years. Prior to The Mather Group, Laura worked at Southern Wealth Management, Dallas, where she was Partner and Principal for 16 years. Laura earned her B.A. in Psychology from Russell Sage College, a small women's college in upstate New York. She received her JD from Albany Law School. Laura also holds the Chartered Advisor in Philanthropy designation (CAP®).
As Family Office Senior Wealth Director, Matt advises ultra-high-net-worth families on all facets of wealth management, including family organization, investment management, legacy building, tax strategies, income planning, and family education services. Matt creates customized, multigenerational solutions for clients by listening to what is truly important to each family. Matt works with founders, CEOs, private equity and venture capital professionals, artists, engineers, and senior leaders of public and private companies to help navigate the complexities wealth brings for them and their families.
Prior to joining TMG, Matt worked closely with high-net-worth individuals and families at Astraeus Advisers, LLC from 2014 to 2019. Prior to Astraeus Advisers, LLC, Matt was a futures trader and systems developer for five years, trading in fixed income, currency, commodity, and equity markets. Matt earned a BS in Finance from Indiana University, and he holds both the Chartered Alternative Investment Analyst (CAIA) certification and the CERTIFIED FINANCIAL PLANNER® certification.
Katie joined TMG in May 2024. Katie works with the Family Office Team to provide clients with proactive highly personalized service across all areas of wealth management. Katie has spent over 18 years in the wealth management industry advising clients and their families. Most recently Katie spent nine years at Bessemer Trust where she was a Senior Client Advisor. Prior to that Katie worked in advisory roles at an RIA and a large global bank.
Katie received MBA from DePaul University and her undergraduate degree from Fordham Uni where she was a member of the swim team.
As a Family Office Wealth Strategist, Phil works with the TMG Family Office team to advise ultra-high-net-worth families on all facets of wealth management. Phil joined The Mather Group in March 2022, after working as a Financial Planner at Shanker Valleau Wealth Advisors. Phil earned a Bachelor of Science in Agricultural and Consumer Economics with a concentration in Financial Planning from the University of Illinois at Urbana-Champaign. He is also a CERTIFIED FINANCIAL PLANNER® professional.
As Tax Senior Director, Angelique develops tax reduction and estate planning strategies for corporate executives and retirees. Her main area of focus is simplifying complex scenarios while maximizing after-tax cash flows. Angelique holds a BS in Accounting and Finance from Iowa State University, a JD from the University of Iowa College of Law, and is a Certified Public Accountant. Prior to joining The Mather Group, Angelique worked as an attorney at a private law firm where she advised clients on estate planning, estate and trust administration, and tax matters.
.png){kind=small}
