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As a Wealth Advisor, Abby manages our valuable client relationships through developing financial plans and implementing customized, comprehensive financial solutions to meet their unique needs. She joined The Mather Group in August 2022 with the acquisition of HC Financial Advisors, where she worked with clients to define their objectives and then craft the strategies to help them effectively use their resources to meet those goals. Abby earned her Bachelor of Science degree in Personal Financial Planning at Texas Tech University. Additionally, she was the President of the Texas Tech Personal Financial Planning Alumni Advisory Board, Women’s Initiative Committee Pro Bono Chair for the National Association of Personal Financial Advisors (NAPFA), and Pro Bono Committee member of the Financial Planning Association (FPA) of San Francisco. She is also a CERTIFIED FINANCIAL PLANNERTM professional and holds the Chartered Special Needs Consultant® designation.
As a Compliance Associate, Adam assists the Compliance team with regulatory oversight across the firm. Adam joined The Mather Group in June 2022 after graduating from the Williams College of Business at Xavier University. He earned a Bachelor of Science in Business Administration with a major in Finance.
As a Wealth Advisor, Adam manages our valuable client relationships through developing financial plans and implementing customized, comprehensive financial solutions to meet their unique needs. Adam holds a Bachelor of Science Degree in Financial Planning and a CERTIFIED FINANCIAL PLANNER™ designation from the University of Illinois at Urbana-Champaign.
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As a Business Development Consultant, Alex 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. Alex holds a B.B.A in Finance from The University of Georgia.
As a Wealth Advisor, Alexia manages our valuable client relationships by developing and implementing customized financial plans to meet our clients' unique needs. She joined The Mather Group through the acquisition of Seiffert Limited, where she served as a Co-Owner, bringing over 20 years of financial services experience. Alexia has a Bachelor of Arts in Economics from the University of Chicago. She also holds the Chartered Financial Analyst® (CFA) designation.
As an Operations Manager, Amy is responsible for supporting back-office operational processes and helping to establish and drive decision-making for technology solutions and operational processes for the firm. Prior to joining The Mather Group, Amy worked as RPH Financial's Client Service Specialist and Office Manager. In addition, Amy has 10+ years prior experience as a Licensed Real Estate Professional and Marketing/Administrative Manager. Amy is a Financial Paraplanner Qualified Professional™ and also has a background in Marketing and Business Administration from Northampton Community College.
As a Wealth Advisor, Amy develops meaningful client relationships while building and implementing personalized financial plans to meet our clients’ unique needs. Amy joined The Mather Group from her role as Regional Director with Dimensional Fund Advisors in Austin, Texas. There she managed the Chicago territory of over 20 RIAs with an excess of $2 billion in assets under management. Amy holds her Bachelors of Business Administration in Business Honors and Finance and a Bachelor of Arts degree in Plan II Honors from the University of Texas at Austin. She is also a CERTIFIED FINANCIAL PLANNER™ professional.
As a Financial Planner, Andrea supports the firm’s proprietary financial planning process by gathering client information and documentation. She puts our clients' interest first and is committed to developing meaningful, long-term relationships. Andrea holds a Bachelor of Science in Commerce and Business Administration from The University of Alabama, and a Master of Science in Accounting and Taxation from Florida Gulf Coast University.
Prior to becoming a Wealth Advisor at The Mather Group, Andy was the President, Senior Financial Advisor, and Principal of HC Financial Advisors. He was responsible for overseeing the firm’s growth and ensuring that each team member provided excellent service to clients. Prior to HC Financial Advisors, he was a Sales Director, Americas of Advantek, Inc., and President of Taping Systems California, Inc. Andy has a strong passion for helping others achieve their goals and considers financial planning as a mechanism to aid others in attaining their greatest returns on life. He earned his MBA in Finance from Santa Clara University and a BA in English and Religion from St. Olaf College. He also is a CERTIFIED FINANCIAL PLANNER™ professional and a Member of the Financial Planning Association (FPA).
As a tax associate, Antone is responsible for assisting the firm's CPAs for individual and business tax preparation and tax planning needs for our high-net worth clients. Prior to working at The Mather Group, he worked in public accounting at Doeren Mayhew assisting in day to day operations. He accomplished his goal of earning a Bachelor of Business Administration in Accounting at the University of Houston Victoria.
Wealth Advisor/Regional LeaderAs a Wealth Advisor/Regional Leader, Bryan oversees the management of new andexisting client relationships in the Southeast region. He is involved in deliveringcomprehensive financial planning advice to clients, with a specific emphasis inretirement planning, tax planning/analysis, estate planning, and investmentmanagement. Bryan helps to grow and develop junior advisors and aims to teach themto always be aware of the things important in clients’ lives. Prior to The Mather Group,Bryan was a Principal at Resource Advisory Services, where he providedcomprehensive financial planning and long-term investment strategy advice to clients.Bryan earned a Bachelor of Science in Finance from University of Tennessee andcontinues to learn through continued education provided by NAPFA and otherprofessional organizations.
As a Tax Senior Associate, Ashley assists the firm's CPAs in providing comprehensive tax services and implementing tax strategies. Ashley joins us from Falgout & Associates, P.C. where she held over 14 years of service. Ashley holds an Associate in Science Degree from Richland College.
As a Trader, Austin is involved in daily trading activity, as well as executing complex investment strategies and managing portfolio accounting and maintenance for all clients. Austin joined The Mather Group in October 2023 after working at Robinhood Markets at the Advanced Services Resolution Desk where he was a part of an internal help desk regarding complex options and margin trading for customer service representatives. Prior to Robinhood, he was at TD Ameritrade as a Financial Services Representative before moving to the trade desk and becoming a Retail Trading Specialist. Austin earned a Bachelor of Science degree in Business Administration at Saint Louis University, John Cook School of Business.
Bailey joined The Mather Group in July 2024 and has a bachelor’s degree from theUniversity of Minnesota’s Carlson School of Management. He majored in Supply Chain& Operations Management and obtained a minor in Business of Healthcare. As a ClientAssociate, Bailey supports the firm’s proprietary financial planning process by gatheringclient information and documentation.
As a Client Associate, Ben supports the firm’s proprietary financial planning process bygathering client information and documentation. He puts our client’s interest first and iscommitted to developing meaningful, long-term relationships. Ben joined The MatherGroup as a full-time employee in June 2022, after participating in our 2021 summerinternship program. He earned a Bachelor of Science degree in Business Administrationwith a focus in Finance and Real Estate from the University of Missouri.Bradley S. Phillips, JD, CFP®, EA
As a Wealth Advisor, Bradley manages our valuable client relationships through developing financial plans and implementing customized, comprehensive financial solutions to meet their unique needs. Prior to joining The Mather Group, Bradley worked as a Service Advisor at Barnett Financial, and as an attorney in an Austin law firm where he focused on estate planning, probate, and taxation issues. Before moving to Austin, Brad worked in Dallas at PricewaterhouseCoopers on issues related to hedge fund and private equity taxation of individual partners. Brad also worked at Robertson, Griege and Thoele, where he provided investment management, employee benefit, tax and retirement planning advice to high net worth individuals, professional athletes, and business owners. Bradley is a Certified Financial Planner™ and holds his BA, summa cum laude, MS in Personal Financial Planning, and JD from Texas Tech University.
Brendan joined the Mather Group in 2024, after graduating from the Indiana University Kelley School of Business with a BS in Finance. As a Client Associate, Brendan supports the firm’s proprietary financial planning process by gathering client information and documentation.
As a Managing Director, Wealth Management, Brian plays an integral role in structuring the firm's financial planning best practices while also managing our valuable client relationships through the development and implementation of personalized financial plans. Brian holds a degree in Finance from the University of Illinois at Urbana-Champaign and is also a CERTIFIED FINANCIAL PLANNER™ professional. Prior to joining The Mather Group, Brian worked as an analyst at Morgan Stanley and was a manager at the University of Illinois Foundation, the independent fundraising and asset management division of the University of Illinois.
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.
As a Tax Manager, Bridget develops tax reduction strategies for corporate executives and retirees. Bridget joined The Mather Group in September 2022, bringing over 20 years of industry experience. Immediately prior to the Mather Group, she worked as a Manager at Ostrow Reisin Berk & Abrams, Ltd. Her previous experience includes roles as an Accountant of Wineberg Solheim Howell & Shain, P.C., a Senior Financial Accounting Analyst at Schiff Hardin, and an Accountant at The Kaplan Partners. Bridget earned her Bachelor of Science in Mathematics from the University of Notre Dame and her Master’s degree in Taxation from DePaul Driehaus College of Business. She also is a Certified Public Accountant.
As a Business Development Consultant, Bridget manages our valuable client relationships through developing financial plans and implementing customized, comprehensive financial solutions to meet their unique needs. She puts our clients' interests first and is committed to developing meaningful, long-term relationships. Bridget is a graduate of Indiana University’s Kelley School of Business, where she received her BS in Business with a concentration in Finance. She is also a CERTIFIED FINANCIAL PLANNERTM professional.
Carol joined The Mather Group in May 2023 through the firm’s acquisition of Clear Perspectives Financial Planning, which she co-founded in 2008. She brought more than 25 years of experience in financial management to TMG, having developed financial analysis and leadership experience in global business management and global audit positions. She spent nearly two decades at Procter & Gamble Company, where she managed hundreds of millions of dollars in business profits, commodities positions, supply chains, and acquisitions. Carol earned a Certificate in Languages and Letters from University of Grenoble, France, and a Bachelor of Arts in Political Science from Indiana University Bloomington. She also received her MBA in Finance from the Kelley School of Business at Indiana University, and she is a CERTIFIED FINANCIAL PLANNER™ professional.
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As a Wealth Advisor, Chase manages our valuable client relationships through developing financial plans and implementing customized, comprehensive financial solutions to meet their unique needs. Chase started out her career as an intern at Trinity Financial Advisors and then joined FSN/Private Vista to work more closely with clients. Chase is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds BS degrees in Finance and Accounting from Northeastern Illinois University.
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