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Our team
Meet The Mather Group
Our people are the heart of TMG. Dedicated professionals, experts in their specialized fields, and all focused on delivering value for you and your family.
Team
Region
Southwest
Tax
Midwest
Tax
Midwest
Tax
Southeast
Wealth Advisor
Midwest
Wealth Advisor
Midwest
Tax
Southwest
Tax
Southeast
Tax
Midwest
Operations
West
Wealth Advisor
Midwest
Leadership
Midwest
Tax
Midwest
Operations
Midwest
Operations
Southwest
Wealth Advisor
Midwest
Business Development
Midwest
Wealth Advisor
Midwest
Operations
Southeast
Tax
West
Operations
Southwest
Wealth Advisor
West
Operations
Midwest
Wealth Advisor
Midwest
Operations
Midwest
Operations
Midwest
Wealth Advisor
Southwest
Operations
Midwest
Operations
Southwest
Business Development
Midwest
Leadership
Southwest
Tax
Midwest
Wealth Advisor
Midwest
Operations
Midwest
Operations
Midwest
Wealth Advisor
Southwest
Business Development
Southwest
Wealth Advisor
Midwest
Legacy at TMG
Southeast
Wealth Advisor
Southwest
Wealth Advisor
Southwest
Wealth Advisor
Midwest
Wealth Advisor
Midwest
Wealth Advisor
West
Wealth Advisor
West
Wealth Advisor
Midwest
Tax
Midwest
Wealth Advisor
Southeast
Business Development
Midwest
Operations
Southwest
Wealth Advisor
Midwest
Wealth Advisor
Southwest
Tax
Midwest
Wealth Advisor
Midwest
Wealth Advisor
Southeast
Operations
Midwest
Business Development
Southwest
Operations
Southwest
Operations
Midwest
Leadership
Southwest
Wealth Advisor
Southwest
Tax
Midwest
Legacy at TMG
Southwest
Wealth Advisor
Midwest
Wealth Advisor
Midwest
Business Development
Midwest
Operations
Southeast
Wealth Advisor
Southeast
Wealth Advisor
Midwest
Operations
West
Southwest
Wealth Advisor
Midwest
Leadership
Southeast
Wealth Advisor
Southwest
Tax
Southwest
Legacy at TMG
Midwest
Wealth Advisor
Midwest
Wealth Advisor
West
Wealth Advisor
Southwest
Tax
Southwest
Tax
West
Wealth Advisor
Southwest
Wealth Advisor
West
Business Development
West
Wealth Advisor
Midwest
Operations
Midwest
Tax
Midwest
Tax
Midwest
Tax
Midwest
Leadership
Midwest
Operations
Midwest
Operations
Southwest
Tax
Midwest
Legacy at TMG
Southeast
Business Development
Midwest
Business Development
Midwest
Operations
Southwest
Leadership
Midwest
Wealth Advisor
Southwest
Wealth Advisor
Southwest
Wealth Advisor
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Karla McAvoy
,
CFP
®
,
MBA
®
Wealth Advisor
San Francisco (Lafayette)
Katherine McInerney
,
CFP
®
,
MBA
®
Wealth Advisor
Cincinnati
Kathryn Clark
,
CPA
®
,
®
Tax, Director
Houston
Katie Milojevich
,
CFP
®
,
®
Wealth Advisor
Seattle
Kelly Carpenter
,
CFP
®
,
CPA
®
Wealth Advisor
Chicago
Kelsey Overall
,
®
,
®
Tax Operations Specialist
Chicago
Ken Golden
,
®
,
®
Consultant
Remote
Kevin Allman
,
CFP
®
,
CEP
®
Wealth Advisor/Director of Estate Planning
Atlanta
Kimberly Verheyden
,
®
,
®
Tax Manager
Remote
Laura Lion
,
®
,
®
Wealth Advisor
Austin
Laura Read
,
CFP
®
,
®
Director of Advisor Growth
Remote
Lina Psiuk
,
®
,
®
Tax Assistant
Chicago
Linda L. Dash
,
CPA
®
,
CFP
®
Wealth Advisor
Atlanta
Logan Green
,
CFP
®
,
®
Wealth Advisor
Nashville
Loren McNamara
,
®
,
®
Finance Manager
Remote
Lucas Veldhuis
,
CFP
®
,
®
Business Development, Manager
Houston
Mariam Dadani
,
®
,
®
Senior Team Lead, Tax Operations
Houston
Marie-Christine Duboscq
,
CFP
®
,
®
Wealth Advisor
San Francisco (Lafayette)
Mark Nichol
,
CFP
®
,
®
Wealth Advisor
Chicago
Matt Benz
,
®
,
®
Wealth Advisor
Home Office
Matthew Greer
,
CFP
®
,
®
Wealth Advisor, Regional Leader
Dallas
Matthew Kennedy
,
®
,
®
Client Associate
Chicago
Matthew Smith
,
®
,
®
Business Development Consultant
Chicago
Mauricio Cortes Resendiz
,
CFP
®
,
CFA
®
Investment Director, Head of Fixed Income
Nashville
Megan McCarthy
,
CFP
®
,
®
Wealth Advisor
Chicago
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Jennifer des Groseilliers
Chief Executive Officer
Chicago
Ryan Wickert
Chief Financial Officer
Chicago
Stuart Evans
Chief Compliance Officer
Chicago
Kristen Oziemkowski
Chief Operations Officer
Chicago
Jessica Cunnick
Chief Talent Officer
Chicago
Brian Hayes
Managing Director, Business Development
St. Louis
James Perkins
Managing Director, Head of Advisors
Houston
Adam Recker
Senior Managing Director, Head of Equities
Dallas
Noah Marell
Managing Director, Strategic Initiatives
Remote
Noah Marell
Managing Director, Strategic Initiatives
Remote
Melissa Genske
Executive Assistant
Chicago
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Our locations
Explore our 12+ 

nationwide locations
Atlanta, GA
1180 Peachtree St NE, Suite 2000, Atlanta, GA 30309
678-702-8524
By Appointment Only
Austin, TX
7000 N. Mopac Service Road, Suite 495, Austin, TX 78731
512-454-5459
By Appointment Only
Chicago, IL (Headquarters)
353 N Clark Street, Suite 2775, Chicago, IL 60654
888-537-1080
By Appointment Only
Cincinnati, OH
10300 Alliance Road, Suite 460, Cincinnati, OH 45242
513-469-8400
By Appointment Only
Dallas, TX
Two Lincoln Centre, 5420 LBJ Freeway, Suite 535, Dallas, TX 75240
214-865-7616
By Appointment Only
Houston, TX
4400 Post Oak Parkway, Suite 2330, Houston, TX 77027
713-936-9199
By Appointment Only
Knoxville, TN
2095 Lakeside Centre Way, Suite 105, Knoxville, TN 37922
865-560-0140
By Appointment Only
Nashville Area, TN
105 Continental Place, Suite 110, Brentwood, TN 37027
615-371-5222
By Appointment Only
Portland Area, OR
3853 SW Hall Blvd., Beaverton, OR 97005
503-512-5890
By Appointment Only
San Francisco Bay Area, CA
3685 Mt. Diablo Blvd., Suite 200, Lafayette, CA 94549
925-299-1800
By Appointment Only
Spring, TX
1700 City Plaza Drive, Suite 380, Spring, TX 77389
832-299-3224
By Appointment Only
St. Louis, MO
7777 Bonhomme Avenue, Suite 2010, Clayton, MO 63105
314-282-4226
By Appointment Only
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Our founder
In memory of Stewart Mather
Stewart Mather founded TMG in 2011, leaving Morgan Stanley to create a fee-only firm focused on clear, client-centered financial planning. His vision grew TMG from $150 million to $6.8 billion in assets under advisement, expanding nationwide and earning top accolades from Barron’s, Forbes, and the Financial Times.

Beyond his professional success, Stewart was known for his kindness, humility, and dedication. He faced his battle with cancer with the same courage that built TMG’s legacy. Stewart’s impact on the firm and its clients endures.
Start with a free financial consultation.