Get to know a new kind of adviser

As an IT Manager, Jason is responsible for working on our IT Solutions platform to support our fast-paced, growing business, drive decision-making related to technology solutions, and facilitate back-office operational and technology processes. In addition, Jason assists in enhancing our hardware and software management efforts and improving the day-to-day IT support experience for our employees. Jason joined us after working as a Field Service Engineer for Apex Systems, supporting all facets of the IT systems for the United Airlines terminal at O’Hare. He received his Bachelor of Science in Business Administration, Information Systems from The Ohio State University.

As a Wealth Advisor/Director of Estate Planning, Kevin manages our valuable client relationships by developing and implementing customized financial plans to meet our clients’ unique needs. Kevin holds a BA from Auburn University and a JD from Atlanta's John Marshall School of Law. He also holds a CERTIFIED FINANCIAL PLANNER™ ​certification through Emory University. In addition, Kevin maintains the Certified Estate Planner™ designation through the National Institute of Certified Estate Planners. Kevin is a member of the State Bar of Georgia, the Atlanta Bar Association, and the Estate Planning Council of North Georgia. He also serves on the Board of Directors for the Financial Planning Association of Georgia. Prior to joining The Mather Group, Kevin worked with high-net-worth clients as a Trust Advisor at SunTrust Bank.

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. 

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 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. 

Rob joined The Mather Group in May 2023 through the firm’s acquisition of Clear Perspectives Financial Planning, where he had worked since 2015. In his role as Advisor & Director of Financial Planning, Rob performed in-depth research and analysis for clients, with a focus on tax planning. Prior to Clear Perspectives, he spent 27 years in a variety of finance roles at the Procter & Gamble Company, including overseeing all P&G retirement plans and retirement assets around the world. He earned a Bachelor of Science degree in Industrial Engineering from Purdue University and an MBA in Finance from Duke University. Rob is also a CERTIFIED FINANCIAL PLANNER™ professional.

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 Specialist^SM.

As a Wealth Advisor, Matt develops meaningful client relationships while building and implementing personalized financial plans to meet our clients’ unique needs. Matt joined us from Doyle Wealth Management where he served as Regional Director. He spent a majority of his career with a large national wealth management firm as both a Financial Consultant and Regional Planning Consultant. Matt is a graduate of The University of Florida where he received a degree in Economics. 

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 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.

Josh joined The Mather Group in June 2023 after graduating from the University of Houston with a Bachelor of Business Administration degree in Finance and a specialization in Personal Financial Planning. He worked with The Mather Group team as an intern during the summer of 2022. As a Financial Planner, Josh enhances the firm’s exclusive financial planning process by meticulously collecting client information and documentation. Putting our clients' interests at the forefront, he is dedicated to cultivating meaningful, long-lasting relationships.

After 15 years in corporate finance, audit and accounting, Tracy left corporate life to consult  with entrepreneurs interested in taking their financial operations to a higher level.  She was drawn to wealth management through this work where she recognized a void in client access to expertise and advice in the areas of retirement plans and employee benefits.  After earning her CFP certificate Tracy began her financial services career at Financial Strategy Network, where she developed a reputation for helping families and business owners identify and achieve their financial goals. Tracy holds a BS in Accounting from the University of Illinois at Urbana-Champaign, a CPA certification, and a Masters of Management in Finance from Northwestern University. Tracy is also a CERTIFIED FINANCIAL PLANNER™ practitioner.  

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 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. 

As a Wealth Advisor, Morgan manages our valuable client relationships by developing financial plans and implementing customized, comprehensive financial solutions to meet clients' unique needs. Morgan holds a BA in Economics with a minor in Informatics from The University of Illinois at Urbana-Champaign. 

As a Trader, David is involved in daily trading activity, as well as executing complex investment strategies and managing portfolio accounting and maintenance for all clients. He joined The Mather Group in October 2022 after working as an Equity Trader for Trillium Management, LLC. David earned a Bachelor of Science in Finance and Computer Science from the Kelley School of Business – Indiana 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).

Jack joined The Mather Group in June 2024 bringing expertise rooted in a Bachelor of Science in Finance from Marquette University. With a passion for delivering strategic financial solutions, Jack is dedicated to guiding clients towards sustainable financial success. As a Client Associate, Jack supports the firm’s proprietary financial planning process by gathering client information and documentation.

As an Operations Manager, DeAnne 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. Throughout her career, she has developed a passion for socially responsible investing. She joined the Mather Group in August 2022 through the acquisition of HC Financial Advisors, where she controlled new accounts and transfers, oversaw account setup and maintenance with custodians, and assisted the CIO with trading. Prior to HC Financial Advisors, DeAnne worked as an Assistant to V.P. of Sales at The Savant Group, Bond Strategist at Deutsche Banc Alex. Brown, and Registered Sales Assistant at Alex. Brown & Sons. She also holds a Chartered Mutual Fund Counselor™ (CMFC®) designation, Chartered SRI Counselor™ designation (CSRIC^®), and is a Notary Public.

As a Wealth Advisor, Kelly helps manage our valuable client relationships through the development and implementation of personalized financial plans to meet our clients’ unique needs. Kelly joined The Mather Group in 2022, bringing more than 20 years of experience. Immediately prior to TMG, Kelly spent seven years as the Owner/President at two privately held businesses, Carpenter Financial, Inc. (a registered investment adviser) and Carpenter CPA Services PC. His previous roles include being an Independent Tax Consultant, an Associate with Leavitt Siegal, and a Client Manager, Tax Senior, and Network Manager with Medical Business Consultants. Kelly earned a Bachelor’s degree in Accountancy from Western Michigan University. He is also a CERTIFIED FINANCIAL PLANNER^TM professional and a Certified Public Accountant.

As a Trading Manager, Josh is involved in daily trading activity, executing complex investment strategies, and managing portfolio accounting and maintenance for all clients. He also focuses on model analysis and the utilization of portfolio management and trading systems. Prior to The Mather Group, Josh worked at Bank of America Merrill Lynch as a Wealth Management Advisor, Portfolio Manager. He earned his Bachelor of Science in Business from Indiana University’s Kelley School of Business. Josh also holds the CRPC® designation.

As a Wealth Advisor, Natalya manages our valuable client relationships through developing financial plans and implementing customized, comprehensive financial solutions to meet their unique needs. Natalya holds the CERTIFIED FINANCIAL PLANNER™ designation and a BA in Economics with a minor in Business from the University of Illinois at Urbana-Champaign. 

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.

 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 an Investment Associate, Theresa contributes to the development and implementation of portfolio and investment models. She plays a vital role in various fixed income activities, including municipal, corporate, and treasury trading. Theresa is involved in block trading across client accounts, maintaining bond ladders, and conducting weekly portfolio surveillance. Theresa joins us from WH Trading, where she worked as a Trader Trainee. She holds a degree in Economics from the University of Illinois at Urbana-Champaign.

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 Managing Director Client Services, Dawn directs retirement account rollovers, initiates cash disbursements, coordinates tax reporting, manages required minimum distributions, and handles all other client service operations. Dawn began her career working in the Commodities Division at Merrill Lynch. She later joined Bear Stearns where she worked with high-net-worth clients in the firm's Private Client Services division for 19 years.

As an Investment Director, Mauricio supports the development and application of portfolio and investment models. He works closely with the trading and advisory teams to coordinate the implementation of the financial planning and portfolio recommendations. Mauricio joined The Mather Group in December 2021 with the acquisition of Eugenias Advisory Group, where he had been working since 2018. Prior to that, he was a Portfolio Implementation Associate for Vanguard. Mauricio co-leads our Diversity, Equity & Inclusion (DEI) Committee and leads our Financial Literacy program for households in need. He has a B.S. in Economics from Arizona State University, an MBA with a Finance focus from Vanderbilt’s Owen Graduate School of Management, and a Certificate in ESG Investing from the CFA Institute. He also holds the Chartered Financial Analyst® designation, is a CERTIFIED FINANCIAL PLANNER™ professional, and a member of the National Association of Personal Financial Advisors (NAPFA) and the CFA Society of Nashville.

As a Senior Tax Associate, Chris develops tax-reduction strategies for corporate executives and retirees. His main area of focus is simplifying complex scenarios for clients while maximizing after-tax cash flows. When Chris joined The Mather Group in January 2023, he brought more than 11 years of experience. His previous roles included being a Tax Consultant with Mosher, Seifert, and Company CPAs, a Controller for Family First Hospitality, a Project Accountant – Central Finance and Accounting at Hines Real Estate, and a Staff Auditor at both Ernst & Young and Carr, Riggs, and Ingram, LLC. Chris is a graduate of Millsaps College, where he earned a Bachelor’s degree in Accounting and a Master of Accountancy degree. He is also a Certified Public Accountant.

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.    

As a Tax Associate, Yasmin 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, she worked as a Finance Intern at Hapag-Lloyd AG, where she assisted the logistics team in day-to-day operations and processing reports. Yasmin earned a Bachelor of Business Administration with a concentration in Finance from Georgia Gwinnett College.

As Chief Talent Officer, Jessica provides strategic leadership for human capital, human resources, and cultural objectives.  Jessica partners with TMG’s Executive Leadership Team to design and implement talent and people strategies, including but not limited to engagement, development, and diversity and inclusion initiatives.  Jessica joined TMG in October 2023, bringing over 15 years of human capital and leadership experience. Immediately prior to TMG, Jessica served as a Principal and Chief People Officer at Kovitz Investment Group Partners, overseeing the Human Resource function, and serving on the firm’s Executive Committee. She held previous roles in the fintech and manufacturing spaces.  Jessica earned a BA in Human Services, with a minor in Business Management from Millikin University and is currently pursuing a MS in Organizational Change and Learning from Northwestern University.

Mike joined The Mather Group in May 2023 through the firm’s acquisition of Clear Perspectives Financial Planning, where he had worked since 2021, advising clients on retirement planning, tax planning and cash flow management. Over his 20-year career, Mike was also a Financial Advisor for a large national bank. He earned his Bachelor of Arts degree from Miami University in Oxford, Ohio, and he is a CERTIFIED FINANCIAL PLANNER^TM professional.

Linda joined The Mather Group in November 2023, bringing more than 20 years of financial industry experience to her new role. Most recently, Linda served as a Vice President- Financial Consultant at Charles Schwab & Co., Inc. Linda has broad experience working in a variety of financial disciplines, and her previous positions include serving as a Wealth Manager at USAA and as a Director, Corporate & Investment Banking at SunTrust Bank. Linda earned a Bachelor of Science in Health Care Administration from the University of Pittsburgh and a Master of Science in Public Management & Policy from Carnegie Mellon University. Linda is licensed as a Certified Public Accountant. She also holds the CERTIFIED FINANCIAL PLANNER™ professional designation.  

As the Chief Executive Officer of The Mather Group (TMG) Jen cultivates a collaborative culture through inclusive and supportive leadership. Her unwavering commitment to keeping clients at the center of all efforts drives her approach. With a deep understanding of the industry and her commitment to excellence, Jen prioritizes creating an environment where her team receives the support, guidance, and resources necessary to serve our clients with the highest Fiduciary standards. During her tenure as Chief Revenue Officer at TMG, Jen led a dynamic team, overseeing Business Development, Inside Sales, Wealth Advisors, Client Services, and Marketing, driving strategic growth and enhancing client engagement.

Her extensive professional experience includes Jen joining the MetLife Premier Client Group as a Managing Partner in 2013, leading an advisor force of over 160 financial advisors. She later became the CEO of MassMutual Illinois in 2016, and in 2020, after a merger with WestPoint Financial Group, she assumed the role of Partner and Chief Experience Officer, leading various departments including Investments, Compliance, Practice Development, and Financial Planning.

Jen is a cum laude graduate of the New England School of Law and received her Bachelor of Arts from the State University of New York Buffalo. She has achieved numerous life goals, finding her greatest success in helping others. A lawyer, award-winning financial service provider, wife, mother of three, and former Division 1 basketball captain, Jen is proud of motivating and inspiring others to succeed.

Daxton graduated from Michigan State with a degree in Advertising Management and a minor in business. He was an intern for The Mather Group in 2023. In his role as a Client Associate, Daxton supports the firm’s proprietary financial planning process by gathering client information and documentation.

As a Tax Associate, John is responsible for assisting the firm’s CPAs in managing the tax planning needs of our high-net-worth clients. He earned a Bachelor of Business Administration in Accounting from the University of North Texas.

Sarita joined The Mather Group in June 2024, after earning her bachelor’s degree in marketing with a concentration in sales from DePaul University. In her role as a Client Associate, Sarita supports the firm’s proprietary financial planning process by gathering client information and documentation.

M.C. started her financial services career in 1986, hired by her friend and mentor Karen Glikman to join a boutique financial planning firm in San Francisco CA with a diverse clientele, including young professionals, LGBTQ singles and couples, women-led households, small business owners, and many others from different walks of life. In 1992, Karen invited M.C. to join Glikman Associates to manage daily operations and M.C. later earned her CFP designation to help build and manage the Glikman client relationships. M.C. brings many years of experience and empathy, providing continued translations of facts and figures into meaningful, empowering conversations.

 A native of France, M.C. immigrated to the U.S. at age 10. The first in her family to attend college, she holds a B.A. in French literature, and earned a California teaching credential, from College of Notre Dame (now Notre Dame de Namur University) in Belmont, CA. M.C. also holds a CERTIFIED FINANCIAL PLANNER™ designation.

As a Tax Director, Emily develops tax-reduction strategies for corporate executives and retirees. She simplifies complex scenarios for clients while maximizing after-tax cash flows. Emily also assists with the tax compliance services to our Family Office clientele. She joined The Mather Group from PricewaterhouseCoopers LLP, where she served as a Tax Intern, Tax Associate, and Senior Tax Associate in their Financial Services group. There she provided tax compliance services to private equity firms, real estate companies, and hedge funds. She holds her Bachelor of Science in Accountancy from Miami University and is a Certified Public Accountant.

As a Wealth Advisor, Cody manages and strengthens valuable client relationships through the development and implementation of personalized financial plans tailored to meet their unique needs. Prior to joining TMG, Cody worked with Altair Advisers, LLC as a Consultant in their Chicago office, advising executives in all facets of their wealth management and financial planning needs. He received his Bachelor of Science in Financial Counseling and Planning from Purdue University with a Certificate in Entrepreneurship and Innovation, and is a CERTIFIED FINANCIAL PLANNER ™ practitioner.

As a M&A and Corporate Development Director, Jeremy assists TMG’s Leadership Team and Board of Directors in further developing, shaping, and executing our growth strategy to build substantial value. He also supports our strategic growth initiatives by providing market and industry research and individual company analytical summaries. Immediately prior to TMG, Jeremy was an Investment Banking Associate with Uplift Partners. His previous experience includes roles as a Private Wealth Analyst with BMO Wealth Management, a Portfolio Counselor with Osborne Partners Capital Management, LLC., and an Investment/Financial Consultant with Fidelity Investments. He earned his Bachelor of Arts in Economics at California State University, Stanislaus, and a Master of Business Administration at The University of Chicago’s Booth School of Business. He also is a CERTIFIED FINANCIAL PLANNER™ professional.

As a Controller, Michael oversees the firm’s accounting process, including accounts receivable, accounts payable, and payroll. He also prepares reports that summarize and forecast business activities and financial positions related to income, expenses, and earnings. These reports provide insights that help drive operational efficiency and aid in our continued growth.

Michael came to TMG with 25 years of finance and operations experience in the financial services, retail, wholesale, and manufacturing industries. Most recently, he was Principal and Controller at Cerity Partners, LLC. His prior roles include Controller and Assistant Compliance Officer at Executive Monetary Management, as well as Chief Operation Officer and Chief Financial Officer at CTG Athletics. He spent 10 years in increasingly senior roles at Loehmann’s, where he started as Manager of Accounting and worked up to Director of Finance. His early career consisted of Staff Accountant positions with Eastern Lobby Shops, Bally of Switzerland, and James M. Elting, CPA.

Michael earned his Bachelor of Science in Accounting from Mercy College in Dobbs Ferry, New York.

As Chief Compliance Officer, Stu manages and coordinates all activities related to compliance with the firm’s regulatory requirements as a federally registered investment adviser. Stu joined The Mather Group in April 2023, bringing nearly 30 years of industry experience in compliance, operations, and mergers and acquisitions. His previous roles include serving as Chief Compliance Officer for Cerity Partners, Executive Monetary Management and Sage Advisors, and Ladenburg Thalmann Asset Management. Stu is an Investment Advisor Certified Compliance Professional (IACCP®) and earned his Bachelor of Arts degree in History from Randolph Macon College.

As a Wealth Advisor, Elisa manages our valuable client relationships while developing financial plans and implementing customized, comprehensive financial solutions to meet their unique needs. Elisa joins us from Ellevest where she was a Financial Advisor and was responsible for developing the Southern U.S. region. Prior to Ellevest, she was a Senior Wealth Advisor at Manske Wealth Management in Houston. She earned her B.S. in Biological and Physical Sciences from the University of Houston-Downtown. Elisa is a CERTIFIED FINANCIAL PLANNER^TM professional and also a Chartered Retirement Planning Counselor^SM.

As a Business Development Director, Chris helps develop new relationships with retirees, corporate executives, and our referral networks for the firm. He holds a BBA in Management Consulting from the University of Notre Dame and attained his CERTIFIED FINANCIAL PLANNER™ mark in 2012. Chris joined The Mather Group from Edelman Financial Services where he served as a Financial Planning Associate Director, helping a wide range of clients with integrated financial planning and offering needs-based solutions.

Emily helps manage our valuable client relationships through developing financial plans and implementing customized, comprehensive financial solutions to meet their unique needs. She is a firm believer that expert advice for those looking to retire can cut through confusing information for families who are busy with their own lives. Prior to The Mather Group, Emily worked as an Advisory Assistant at Resource Advisory Services. Emily graduated from Maryville College with a Bachelor of Arts in Biology. She also holds a Master of Science degree in Personal Financial Planning from Kansas State University.

With 19 years of experience in wealth management and financial planning, Courtney is committed to helping clients achieve their financial goals through personalized, strategic advice. Courtney takes pride in providing clear, thoughtful guidance that reflects each client’s unique aspirations to help them focus on what’s most important to them and make confident financial decision during retirement. As a Certified Financial Planner, Courtney employs a disciplined approach to portfolio managed and financial planning, always keeping the clients’ best interest at the forefront. Her expertise is enhanced by a strong background in estate and tax planning, allowing clients to make informed decisions.

Courtney is a graduate of The University of Illinois – Chicago with a degree in Information Decision Sciences and Business Management. When not working with clients, Courtney enjoys spending time with her family out on the water, running between sporting events and enjoying some down time at home cooking out. She appreciates a balanced approach to both professional and personal life.

As a Tax Assistant, G’layah is responsible for serving the firm’s CPAs with their administrative needs along with assisting our high-net-worth clients. G’layah initially joined The Mather Group as a Tax Intern in January 2023. G’layah is a double major in Psychology and Accounting at DePaul University and will graduate in May 2025.

As a Trader, Eli is involved in daily trading activity, as well as executing complex investment strategies and managing portfolio accounting and maintenance for all clients. He joined The Mather Group in August 2022 after working as an Investment Professional at JP Morgan Chase. His previous experience includes roles as a Trader at Camelot Portfolios, Kore Trading, and Eagle Market Makers. Eli earned a Bachelor of Arts in Business Administration from Dominican University.

Melissa joined The Mather Group in June 2023 as the Executive Assistant to the CEO. Before working at TMG, Melissa was the Executive Assistant to the CEO at Wipfli Financial Advisors (WFA) and then Creative Planning, she was an Administrative Assistant at Wipfli LLP, a top-20 public accounting firm and prior majority owner of WFA. Her earlier experience includes more than 18 years in administrative professional roles. Melissa provides a high level of professionalism with a positive mindset and excellent organizational skills. She plays a vital role in coordinating and managing day-to-day functions.

As a Tax Senior Associate, Andrea is responsible for assisting the firm’s CPAs in managing the tax planning needs of our high-net-worth clients. She 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.

As an Independent Advisor, Ken develops valuable client relationships and helps the team meet the unique needs for our clients. Ken joined The Mather Group after a successful career in oil and gas, including engineering, acquisitions, asset portfolio optimizations, and management. Ken holds a BS in Petroleum Engineering from Texas A&M University, where he graduated Cum Laude, and MBA from University of Texas of the Permian Basin. He is also a registered Professional Engineer in the State of Texas.

As an Investment Analyst, Jesse supports the development and application of portfolio and investment models. He works closely with the trading and advisory teams to coordinate the implementation of the financial planning and portfolio recommendations. Jesse joined TMG from Trinity Financial Advisors where he started after graduating in 2017 with a BBA in Finance from Loyola University Chicago.

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, Logan manages our valuable client relationships through developing financial plans and implementing customized, comprehensive financial solutions to meet their unique needs. He was drawn to the wealth management industry because of the opportunity to build relationships with and help better the lives of individuals through his work. Logan joined The Mather Group in December 2021 with the acquisition of Eugenias Advisory Group, where he had been working since 2017. He graduated with honors from Western Kentucky University's Gordon Ford College of Business, with a Bachelor of Science degree in Finance and a Certificate of Financial Planning. He is also a CERTIFIED FINANCIAL PLANNER^TM professional and a member of the National Association of Personal Financial Advisors (NAPFA).

As a Wealth Advisor, Matthew helps manage our valuable client relationships through the development and implementation of personalized financial plans to meet our clients’ unique needs. Matthew joined The Mather Group in January 2022, bringing more than 10 years of industry experience. Most recently, he served as Senior Manager, Private Client Advisor at Schwab Private Client. Matthew’s previous roles included being a Wealth Manager at USAA and a Retirement Relationship Manager at Fidelity Investments. Matthew earned a Bachelor’s degree in Financial Services from the University of North Texas and a Master’s degree in Personal Financial Planning from the College of Financial Planning in Denver. He is also a CERTIFIED FINANCIAL PLANNER^TM professional.

As a Project Manager, Stephanie manages M&A integration and other critical projects that increase efficiency in the TMG business processes. Stephanie joined The Mather 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 an Investment Director, Jon assists the firm’s Wealth Advisors in identifying clients’ investment goals and retirement needs. He works closely with the trading and advisory teams to coordinate the implementation of financial planning and portfolio recommendations. He is a member of the Investment Committee, contributes to thought leadership pieces, and assists with the onboarding and transitioning of new partner firms. Jon joined The Mather Group following his prior role as Portfolio Analyst at TIAA. He earned a BS in Business Administration from the University of Colorado, holds the Chartered Financial Analyst® designation, and is a CERTIFIED FINANCIAL PLANNER™ professional. 

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.

As a Client Services Manager, Ashley is responsible for supporting and managing operations processes and client service requests in our Knoxville office. She researches and responds to client and Wealth Advisor requests and works with custodial service teams to maintain accurate portfolio accounting data to resolve client account issues. Ashley also identifies opportunities for process improvements to enhance the client experience. Prior to The Mather Group, Ashley worked as Operations Manager at Resource Advisory Services. Ashley graduated from the University of Tennessee with a Bachelor of Arts in Business Administration and Marketing.

As a Wealth Advisor/Regional Leader, Bryan oversees the management of new and existing client relationships in the Southeast region. He is involved in delivering comprehensive financial planning advice to clients, with a specific emphasis in retirement planning, tax planning/analysis, estate planning, and investment management. Bryan helps to grow and develop junior advisors and aims to teach them to 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 provided comprehensive financial planning and long-term investment strategy advice to clients. Bryan earned a Bachelor of Science in Finance from University of Tennessee and continues to learn through continued education provided by NAPFA and other professional organizations.

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 PLANNER^TM professional and holds the Chartered Special Needs Consultant® designation.

As the Business Development Managing Director, Brian helps manage a team of associates that build new relationships with retirees, corporate executives, and our referral networks for the firm. He has a passion for coaching his team, as well as educating clients and helping them achieve their financial goals. Before joining The Mather Group in 2019, Brian served as a Regional Director for Edelman Financial Engines and a Branch Manager at Fidelity Investments. Brian holds a Bachelor of Science in Consumer and Family Economics from the University of Missouri-Columbia.

As a Tax Director, Kathy develops tax-reduction strategies for corporate executives and retirees. Her main area of focus is simplifying complex scenarios for clients while maximizing after-tax cash flows. Immediately prior to joining The Mather Group, Kathy was self-employed as a tax preparer. Her previous experience includes seven years as a Partner with Zientek Advisors. Kathy earned her Bachelor of Business Administration degree in Accounting from The University of Texas, and she is also a Certified Public Accountant.

Judy joined The Mather Group in July 2023. During Judy’s extensive 30+ years in financial services, she has learned the importance of sound financial planning. She believes that planning is the foundation of helping individual investors reach their life goals. Judy performs in-depth reviews of her clients’ current financial picture to help them pursue both short- and long-term financial goals. She recommends wealth preservation/accumulation, risk management, and wealth transfer strategies, providing comprehensive financial plans for individuals and families. Immediately prior to joining The Mather Group, she was a VP, Financial Advisor with Wealth Enhancement Group. Judy is a CERTIFIED FINANCIAL PLANNER^TM professional, a Chartered Financial Consultant®, a Certified Wealth Strategist®, and a Certified Divorce Financial Analyst®. She earned a Bachelor of Arts degree in Economics from the University of Oregon.

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.

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 Business Development Manager, Elliott develops meaningful client relationships while building and implementing personalized financial plans. He joined us from Halbert Hargrove where he served as a Regional Director. Prior to that, he spent time with Oakwood Capital Management. Elliott holds a BS in Political Science from Vanderbilt University and a MBA in Finance from The USC Marshall School of Business. 

As a Project Management Associate, Bella supports various operations, technology, engineering, and client services initiatives to help improve controls, workflows, and the client experience. Bella joined The Mather Group from Trinity Financial Advisors and holds a Bachelor of Human Science in Family Financial Planning from Iowa State University.

As a Financial Planner, Michael 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. Michael holds a B.B.A in Business Economics and Finance from The University of Memphis. 

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. 

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^TM practitioner. 

Daniel joined the Mather Group in June 2024, after graduating from the University of Michigan with a Bachelor’s in business administration degree. As a Client Associate, Daniel supports the firm’s proprietary financial planning process by gather client information and documentation.

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.

As a Family Office Financial Planner, 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 ShankerValleau 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^TM professional. 

When Jules joined The Mather Group in March 2024, he brought nearly 20 years of experience with advising clients in the financial industry. Prior to joining The Mather Group, he was a Senior Financial Advisor with Vanguard and a Financial Consultant at Charles Schwab. Jules received his undergraduate degree from UC Berkeley in History and a master’s in business from the University of Redlands. He is also a CERTIFIED FINANCIAL PLANNER^TM professional. 

As Family Office Wealth Advisor, 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.

Matt joined The Mather Group in June 2023, after earning his Bachelor of Science degree in Economics with a Certificate in History from the University of Wisconsin-Madison. He worked with the TMG team as an intern during the summer of 2022. In his role as a Client Associate, Matt supports the firm’s proprietary financial planning process by gathering client information and documentation.

Heather joined The Mather Group in May 2023 through the firm’s acquisition of Clear Perspectives Financial Planning, where she had worked since 2016, most recently as a Client Services Specialist. Her prior background includes 10 years of experience as an economic development research manager and three years as a paralegal. Heather earned both a Bachelor’s degree and a post-baccalaureate certificate from the University of Cincinnati.

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.

As a Wealth Advisor, Peggy has a strong commitment to our clients’ success. She joined The Mather Group through the acquisition of Cedar Financial Advisors, LLC, in October 2022, where she was a Principal. Peggy helped clients develop specific financial and life goals and then assisted them in reaching those goals by providing advice in risk management, income tax planning, retirement planning, investments, and estate planning guidance. Before Cedar Financial Advisors, LLC, Peggy was a Financial Advisor at Lifestyle Financial Planning, LLC, an Executive Coach at Kessinger Consulting, and an Engineering Manager at Intel. She earned a Master of Business Administration from the University of Oregon and a Bachelor of Science in Industrial & Operations Engineering from the University of Michigan. She also is a CERTIFIED FINANCIAL PLANNER™ practitioner.

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, 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 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 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.

As Tax Senior Director, Michael develops tax-reduction strategies for corporate executives and retirees. He simplifies complex scenarios for clients while maximizing after-tax cash flows. He joined The Mather Group from his role as Tax Accountant & Advisor for Flato, Williams & Patterson, P.C., a full-service accounting firm in Houston. There he provided tax strategies and support for high-net-worth individuals and business owners. He holds his Bachelor of Business Administration in Accounting from Baylor University and earned the CERTIFIED FINANCIAL PLANNER™ certification from Rice University.

As a Wealth Advisor, Nancy manages our valuable client relationships by developing and implementing customized financial plans to meet our clients’ unique needs. She began her career in financial planning at Harris Bank. She expanded her career and worked at RIA firms, servicing high net worth corporate executives, retirees, and university professionals and joined The Mather Group from Trinity Financial Advisors. Nancy has her B.A. in Liberal Arts from DePaul University and her M.B.A. in Financial Planning from Saint Xavier University. She is also NAPFA-Registered Financial Advisor.

As a Business Systems Associate, Tyler supports various operations, technology, engineering, and client services initiatives to help improve controls, workflows, and the client experience. Tyler joined The Mather Group in December 2021 with the acquisition of Eugenias Advisory Group, where he had been working since 2019. Tyler graduated from the University of Houston’s C.T. Bauer College of Business with a Bachelor of Business Administration degree in Finance, as well as a Certificate in Personal Financial Planning. He is also working toward becoming CERTIFIED FINANCIAL PLANNER^TM practitioner.

 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.

Samantha joined The Mather Group in January 2023, after earning her Bachelor of Business Administration degree in Accounting from the C.T. Bauer College of Business at the University of Houston. She had worked with the TMG Tax team as an intern for seven months prior to graduation. In her role as a Tax Associate, Samantha is responsible for assisting the firm’s CPAs in managing the tax planning needs of our high-net-worth clients.

With over 18 years of experience in the financial services industry, Deana brings a wealth of expertise in marketing and communications. As the Senior Director of Marketing, she spearheads all marketing initiatives and communication strategies, maintaining a steadfast focus on a client-centric approach.

Before joining TMG, Deana was Head of Client Experience at Moonstone Asset Management, where she enhanced client engagement. Previously, she was Head of US Intermediary Marketing at Northern Trust Asset Management, where she led strategic marketing initiatives and cultivated key relationships.

Outside of work, Deana is passionate about traveling, cooking, and spending quality time with her family. She is a proud mother of two and loves creating memorable experiences with them.

As a Wealth Advisor, Laura has long been an advocate for the individual investor. Laura was a Financial Consultant at Merrill Lynch before she founded Barnett Financial to address the shortcomings she saw in the typical sales-oriented broker-client relationship. Laura’s expertise as a financial planner is widely recognized in the industry, having been quoted in The Financial Times, The Washington Post, US News, and Austin Woman Magazine, among other publications. Laura has served on the National Board of the National Association of Personal Financial Advisors (NAPFA), as President and Chair of the Southern Region of NAPFA, and on the Board of the Brazos Valley Estate Planning Council. Laura is a NAPFA-Registered Financial Advisor, a CERTIFIED FINANCIAL PLANNER™ practitioner, an Investment Advisor Representative, and a member of the Financial Planning Association. She has also earned a Diversity, Equity, and Inclusion (DEI) certificate from NAPFA. Laura holds a BS in Economics from Texas A&M University.

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 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.

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 Tax Senior Associate, Joey assists in managing the tax planning needs of our high-net-worth clients. He earned his Bachelor of Science in Accounting degree from the University of Illinois at Chicago, and he is a Certified Public Accountant. 

Noah joined The Mather Group in August 2023, with nearly 15 years of experience in the wealth management industry. Prior to joining TMG he worked at Creative Planning following its acquisition of Wipfli Financial Advisors (WFA), where he had worked for more than a decade primarily as financial advisor. More recently, he has focused on firm wide strategic initiatives at both WFA and Creative Planning. Noah has done everything from leading the development, build-out, and implementation of an innovative mass affluent offering, integration of acquired firms, and developing M&A strategy and processes. He earned a Bachelor of Science degree in Business from the University of Minnesota – Carlson School of Management, majoring in Finance.

As a Business Development Consultant, Joshua develops meaningful client relationships while building and implementing personalized financial plans to meet our clients’ unique needs. Joshua joined us from Charles Schwab & Co. Inc. in Lynnwood and Redmond, WA where he was a Vice President, Branch Manager. Prior to his Branch Manager position, he was Vice President, Financial Consultant with Charles Schwab in Salt Lake City, UT. Prior to Charles Schwab, he worked with Fidelity Investments in Scottsdale, AZ. Joshua earned his Bachelor of Science, Business Administration from Columbia College, Columbia, MO, and his Master of Business Administration (MBA) from the University of Utah. He also holds the Certified Wealth Strategist (CWS®) designation.

As a Wealth Advisor, Karla has been a long-time advocate for individual investors. She joined The Mather Group through the acquisition of HC Financial Advisors in August 2022, where she was the Chief Compliance Officer, Senior Financial Advisor, and Principal. Karla was responsible for helping to ensure that the firm remained compliant with state and federal laws and regulations and managing the day-to-day details of her clients’ finances. Before joining the HC Financial team, she was a Regional Director of Education at PeopleSoft and a Software Consultant at Must Software. In addition, Karla has served as a Board Member and Chair of the National Association of Personal Financial Advisors (NAPFA), the NAPFA West Region Board, and the FPA NorCal Conference Committee, which she also chaired in 2014. Karla earned her MBA in Technology Management at Santa Clara University and her BA in Economics at the University of California, Davis. She also is a CERTIFIED FINANCIAL PLANNER™ practitioner, and she earned a Diversity, Equity, and Inclusion (DEI) certificate from NAPFA.

As a Wealth Advisor, Megan manages our valuable client relationships through developing financial plans and implementing customized, comprehensive financial solutions to meet their unique needs. Megan holds a BS in Business with a concentration in Financial Planning from University of Illinois at Urbana-Champaign. Megan is a CERTIFIED FINANCIAL PLANNER™ practitioner.

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.

Kate joined The Mather Group in May 2023 through the firm’s acquisition of Clear Perspectives Financial Planning, where she had worked since 2014, most recently as Advisor & Portfolio Manager. Prior to Clear Perspectives, Kate accumulated seven years of experience in nonprofit finance and community development in Chicago and Cincinnati. She received her undergraduate degree from Denison University and an MBA from the University of Cincinnati. Kate is also a CERTIFIED FINANCIAL PLANNER™ professional.

As a Finance Manager, Loren directly supports the finance team by providing financial insights, reliable data, and analysis to be used in decision-making and planning. Immediately prior to joining The Mather Group, she was a Sr. Financial Analyst with Wine Enthusiast. Her previous experience includes roles as a Financial Analyst with General Atomics, and a Jr. Treasury Analyst with MedImpact Healthcare Systems Inc. Loren earned her Bachelor of Science degree in Finance from California State University, San Marcos, and a Master’s degree in Finance from the University of California, San Diego.

As a Senior Wealth Advisor, Richard assists in managing our valuable client relationships by developing and implementing customized financial plans to meet our clients’ unique needs. He holds a BS in Interdisciplinary Studies from The University of Central Florida, a CERTIFIED FINANCIAL PLANNER™ designation and is a Chartered Financial Consultant®. Prior to joining The Mather Group, Richard was a Financial Consultant Vice President with Charles Schwab, and also served as a volunteer firefighter. 

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.

As a Wealth Advisor, Katie helps manage our valuable client relationships by developing financial plans and implementing customized, comprehensive financial solutions to meet their unique needs. Katie joined The Mather Group in November 2021 with the acquisition of Allison Spielman Advisors, where she served clients in a financial planning role and helped manage the operations of the firm. Katie is a CERTIFIED FINANCIAL PLANNER™ practitioner and a graduate of Seattle Pacific University, where she earned degrees in Accounting and Business Administration with a Finance concentration.

Derrian attended the University of Florida where he majored in Business Administration with a Minor in Wealth Management. Derrian interned with The Mather Group during the Summer of 2023. He was drawn to work at the Mather Group because of the culture that is present and the want to put client’s first and assist them in the best way possible while cultivating a long-term relationship.

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, Mark 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. Mark holds a BA in Business Management with concentrations in Finance, Investing & Banking, and Risk Management & Insurance from The University of Wisconsin-Madison. 

As Director of Strategic Partnerships, Chris supports our business development efforts by building new relationships. Chris joined The Mather Group in May 2023, bringing more than 15 years of professional experience. Immediately prior to TMG, he was Vice President of Sales at Peterson Tool Company, a division of GWS Tool Group. His previous roles include serving as Managing Director at Sheridan Road Financial, Principal Investment Strategist at Millennial Advisory Group, and Financial Advisor at Merrill Lynch. He earned his undergraduate degree from Indiana University.

As Director of Financial Planning, Erin oversees a team of financial planners and advisors dedicated to creating and communicating comprehensive financial plans, as well as providing day-to-day client support. With over 20 years of experience in the financial services industry, Erin brings a deep knowledge of financial planning, investment management and wealth strategies to the role. She began her career working in private wealth management. She later joined BNY Mellon where she spent 10 years in the institutional investment management division. Erin is a Certified Financial Planner professional and earned a Bachelor of Science in Psychology from Northeastern University and a Master of Science with a concentration in Financial Planning & Counseling from the University of Alabama.

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 PLANNER^TM professional. 

Joe joined The Mather Group in March 2024 as Office Manager where he will serve the Chicago office as well as the other TMG locations. Joe brought over 15 years of office management experience and has also worked in the legal field for over 10 years. He earned a bachelor’s degree in English from Lawrence University.

Kelsey was Chief of Staff at Angi, Inc., where she helped open and operate sales offices in Denver, Indianapolis and Chicago. Her 10 years of administrative experience assists the tax team in their day-to-day operations. Kelsey earned her bachelor’s degrees in Environmental Studies and Communications from Tulane University.

As Chief Operating Officer, Kristen focuses on firm operations, transition management, and strategic planning. She is responsible for overseeing day-to-day trading and operations, planning and execution of M&A transition efforts, and developing and improving business systems, processes, and technology. She identifies areas of internal control improvement and implements business changes to create operational efficiencies and mitigate risk. Kristen holds a BA in Economics from the University of Michigan. Prior to joining TMG, Kristen served as Vice President and Sr. Project Manager at Bank of America Merrill Lynch, where she managed business and regulatory initiatives and technologies for the bank’s Global Rates division.

As a Wealth Advisor, Moses manages our valuable client relationships through developing financial plans and implementing customized, comprehensive financial solutions to meet their unique needs. Moses holds a BS in Finance from the University of Illinois at Chicago. He earned his CERTIFIED FINANCIAL PLANNER™ certification in 2019.

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 an Office Manager, Sunita coordinates a wide variety of administrative functions and intra-office communications. She joined The Mather Group in August 2022 with the acquisition of HC Financial Advisors, where she was instrumental in scheduling appointments, updating client information, maintaining HC’s mailings, and keeping the office well stocked to create an environment that can run without a hitch. She earned her Bachelor of Commerce at Osmania University, Hyderabad, India. Sunita is dedicated to providing excellent service to our clients. 

When Melissa joined The Mather Group in August 2023, she brought almost 10 years of client and customer service experience. In her role at TMG, Melissa supports the firm’s proprietary financial planning process by gathering client information and documentation. Previously, she held client services roles at Provident Wealth Advisors, Mariner Wealth Advisors, SFMG Wealth Advisors, and TMI Trust Company – Fort Worth. She received her BSBA degree from Lyndon State College (now, Northern Vermont University) with a concentration in Human Resources and a minor in Marketing.

Jennifer joined The Mather Group in May 2023 through the firm’s acquisition of Clear Perspectives Financial Planning, where she had worked since 2012, most recently as a Client Services Manager. She brought nearly 30 years of administrative experience in marketing, real estate development, and IT recruiting. Jennifer is often the first point of contact for the Cincinnati team. She holds the Financial Paraplanner Qualified Professional certification from the College of Financial Planning and studied business administration at Thomas More University.

As Trading Director, Frank is responsible for overseeing daily trading activity, executing complex investment strategies, and managing portfolio accounting and maintenance for all clients. He also focuses on constructing and managing passive fixed income portfolios. Frank joined the firm in 2018 following his role as a Financial Trader for Insight Securities. He holds a Bachelor of Science degree in Finance and International Studies from the University of Missouri.

As a Wealth Advisor/Regional Leader, James manages and strengthens valuable client relationships through the development and implementation of personalized financial plans tailored to meet their unique needs. He holds a BS in Finance from Rochester Institute of Technology and an MBA from the Kellogg School of Management at Northwestern University. Prior to joining The Mather Group, James served as a Client Relationship Manager at Northern Trust.

As a Client Associate, Ben supports the firm’s proprietary financial planning process by gathering client information and documentation. He puts our client’s interest first and is committed to developing meaningful, long-term relationships. Ben joined The Mather Group as a full-time employee in June 2022, after participating in our 2021 summer internship program. He earned a Bachelor of Science degree in Business Administration with a focus in Finance and Real Estate from the University of Missouri.

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.

Lina initially joined TMG as an intern in January 2024 an is currently a Tax Assistant. Lina is responsible for assisting the firm’s CPAs with administrative tasks and tax planning needs of high-net-worth clients. Lina is an Accounting major with a minor in Finance at the University of Illinois at Chicago and is scheduled to graduate in May 2025.

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.

As a Tax Senior Manager, Dastan develops tax reduction strategies for corporate executives and retirees. He joined the team from Block Advisors, where he served as a Tax Advisor. Prior to that, he worked at Safer Foundation as an accountant. Dastan graduated from DeVry University with a Master of Accounting and Financial Management degree. 

As Head of Equities, Managing Director, Adam assists the firm’s Wealth Advisors in identifying clients’ investment goals and retirement needs. He assesses and develops new investment offerings and works with clients and the trading team to implement personalized investment solutions. Adam is also a member of the Investment Committee and co-author of TMG’s Quarterly Market Updates and other thought leadership pieces. He earned a BS in Finance from the University of Dayton, holds the Chartered Financial Analyst® designation, and is a CERTIFIED FINANCIAL PLANNER™ professional. Adam joined The Mather Group from First Financial Bank in Cincinnati, Ohio, where he served as an Investment Officer.

As Manager, Talent Acquisition, Rachel brings recruiting in-house at TMG. Rachel joined TMG in December 2023, bringing over 15 years of recruiting experience. Immediately prior to TMG, Rachel served as a Recruiting Manager and Senior Recruitment Specialist at Wipfli LLP. She held previous roles in HR and staffing as a Recruiting Consultant, HR Consultant, Recruiter, Enrollment Coordinator, Account Manager, and Consultant. Rachel earned a BA in Mass Communications from University of Wisconsin-Eau Claire.   

As a Wealth Advisor, Jeff seeks to bring clients confidence and clarity about their financial future and leverages more than 15 years of comprehensive financial planning experience. Prior to joining The Mather Group, Jeff worked at PartnersInWealth and Prudential Financial where he honed his knowledge with some of the industry’s top experts. He earned a Bachelor of Business Administration degree from Western Michigan University, a Chartered Life Underwriter (CLU®) designation from The American College, and a Certified Financial Planner (CFP®) designation from the CFP Board of Standards.

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, Regional Customer Experience Manager and District Manager.

Melissa joined The Mather Group in February 2024 as a Client Services Associate, bringing 19 years of experience in customer service and administrative support.   Prior to TMG, she worked as Business Manager for United Spraying Service and as Regional Office Manager for Restaurant Technologies, Inc . Melissa graduated from the University of Missouri-St. Louis with a Bachelor of Science in Business Administration.

As a Tax Senior Associate, Karla develops tax-reduction strategies for corporate executives and retirees. Her main area of focus is simplifying complex scenarios for clients while maximizing after-tax cash flows. When Karla joined The Mather Group in July 2023, she brought more than 10 years of tax experience. Her career began as an Associate with Kelley, Catterson & Co. P.C., and she went on to spend eight years at Southern Wealth Management, LLP, most recently as a Senior Associate. Immediately prior to TMG, Karla worked as a Consultant on a project for Chilton Trust Company, NA, on a contract basis through Robert Half. Karla earned both a Bachelor of Business Administration in Accounting degree and a Master of Accountancy degree from the University of Texas at San Antonio.

As a Tax Associate, Janet is responsible for assisting the firm’s CPAs in managing the tax planning needs of our high-net-worth clients. Janet joined The Mather Group in June 2022, after graduating from DePaul University with a Bachelor’s degree in Accountancy.

As Human Resources Benefits Manager, Namita directly assists our Chief Human Resources Officer in identification and implementation of innovative and sustainable benefits that are employee and market-centric. She joined the Mather Group in September 2022, bringing over 20 years of human resources experience in the financial industry. Immediately prior to TMG, she served as an HR Operations Manager for ABN Amro Clearing Chicago, LLC.  Her previous experience includes roles as a Benefits Manager at Ingredion, Inc, Benefits Manager at Morningstar, Inc, and an Ongoing Payroll Project Manager at Hewitt Associates. Namita earned a Bachelor of Science in Business Management from the University of Illinois-Chicago.  

As Managing Partner, Michael develops new client relationships and implements retirement planning strategies for existing clients. He has a genuine passion for helping people achieve their financial goals and has been successful in customizing the right investment solutions for retirees and corporate executives. Before joining The Mather Group, Michael served as a Relationship Manager to a diverse portfolio of clients at UBS Financial Services, Inc. and Morgan Stanley. Michael holds a BA in Marketing from Trinity International University.

As a Tax Director, Alejandra is responsible for identifying, developing, and implementing tax planning opportunities for clients with a global tax profile. Alejandra joined The Mather Group from Ernst & Young, where she served in various tax-related roles of increasing responsibility for over 10 years. She is a Certified Public Accountant and earned both a Bachelor of Science Degree in Accounting and Master of Accounting, Tax from Brigham Young University.

Mike joined The Mather Group in May 2023 through the firm’s acquisition of Clear Perspectives Financial Planning, where he had worked since 2016, advising clients on retirement planning, tax planning and cash management. Prior to Clear Perspectives, Mike was in the jewelry and precious metals industry. He earned an undergraduate degree in English and Creative Writing from Wittenberg University, and he is also a CERTIFIED FINANCIAL PLANNER™ professional.

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 a Tax Associate, Tashi is responsible for assisting the firm’s CPAs in managing the tax-planning needs of our high-net-worth clients. Immediately prior to The Mather Group, she worked on the Tax Services team for Crowe. She earned a Bachelor of Science in Accounting and a Master of Science in Accounting from the University of Houston, Clear Lake. She is actively pursuing her CPA license. 

Harrison joined The Mather Group in June 2023 after graduating from Texas Christian University with a Bachelor of Business Administration degree in Finance and Accounting. He worked with The Mather Group team as an intern during the summer of 2022. As a Financial Planner, Harrison enhances the firm’s exclusive financial planning process by gathering client information and documentation. Harrison puts the clients' interests at the forefront and is dedicated to cultivating meaningful, long-lasting relationships.

 Client AssociatePatrick 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 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 Client Associate, Matthew 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. Matthew holds a B.S. in Finance from Central Michigan University. 

As a Tax Senior Manager, Daniela develops tax reduction strategies for corporate executives and retirees. Daniela joined The Mather Group from BDO USA, LLP where she served as both a Tax Intern and Tax Associate, providing tax services support for individuals, trust and estates, and corporations. Daniela holds a Bachelor of Science Degree in Accounting from DePaul University and is an IRS Enrolled Agent. 

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.

Grace joined The Mather Group in June of 2024 after graduating from the University of Missouri with her Bachelor of Science degree in Business Administration. She worked with The Mather Group as an intern in 2023. As a Client Associate, Grace supports the firm’s proprietary financial planning process by gathering client information and documentation.

Cherie joined the Mather Group in November 2023 and brought over 33 years’ experience in the finance industry.  Prior to The Mather Group, she was at Charles Schwab & Company in San Franscico as a Financial Consultant Partner where she provided direct client support for the Senior Financial Consultants and their clients.  Cherie’s previous experience comes from Osborne Partners Capital Management where she was a Client Service Specialist, Registered Client Associate at Wells Fargo Advisors, and Senior Restricted Stock Specialist at Charles Schwab & Company.  Cherie earned her Bachelor of Arts from Holy Names University in Oakland, CA and then received her MBA from Golden Gate University in San Fransisco, CA.

As a Business Development Consultant, Claire manages our valuable client relationships through developing financial plans and implementing customized, comprehensive financial solutions to meet their unique needs. Claire holds a BS in Finance from Miami University.

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^®).

Debbie joined The Mather Group in May 2023 through the firm’s acquisition of Clear Perspectives Financial Planning, where she had worked since 2021 as a Financial Analyst. Prior to Clear Perspectives, Debbie spent nearly 34 years at the Procter & Gamble Company, in financial management roles of increasing responsibility. She earned a Bachelor of Science degree in Finance from Indiana University.

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. 

Deb joined The Mather Group in May 2023 through the firm’s acquisition of Clear Perspectives Financial Planning, where she had worked since its 2008 founding, most recently as Advisor, Chief Compliance Officer, and Director of Operations. While she has more than 30 years of professional and volunteer project management experience, Deb specializes in retirement planning. She holds certifications as a Chartered Retirement Planning Counselor and a National Social Security Advisor. Deb earned a Bachelor’s degree in Chemical Engineering from Michigan State University.

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 Tax Manager, Kim develops tax reduction strategies for corporate executives and retirees. Kim joined The Mather Group in September 2024, bringing over 15 years of industry experience. Kim worked as a Tax Manager in public accounting and corporate finance. Kim earned her master’s degree in accounting from Lakeland College. Kim is also a Certified Public Accountant.  

As a Business Development Manager, Lucas helps develop meaningful new relationships with retirees, corporate executives, and our referral networks for the firm. He holds a B.S. in Business Management and Entrepreneurship from the Kelley School of Business at Indiana University and attained his CERTIFIED FINANCIAL PLANNER^TM accreditation in 2019. Lucas joined The Mather Group first as a Wealth Advisor and has now transitioned into his new role — enabling him to help even more individuals walk through and plan for everything retirement. Prior to The Mather Group Lucas worked for multiple National and Regional Registered Investment Advisory firms helping a wide range of clients with integrated financial planning and offering needs-based solutions.

Melanie joined The Mather Group as an intern in January 2024. Shortly after graduating with a Bachelor of Business Administration in Accounting from Dominican University, she joined The Mather Group full-time.  As a Tax Associate, Melanie is responsible for assisting the firm’s CPAs in managing tax planning needs of high-net worth clients.

As an Investment Analyst, Christian supports the development and application of portfolio and investment models. He works closely with the trading and advisory teams to coordinate the implementation of the financial planning and portfolio recommendations. Christian joins us from Interactive Brokers where he was a Financial Advisor Services Representative. Christian holds a BS in Economics with a minor in Business from The University of Illinois at Urbana-Champaign. 

As Chief Financial Officer, Ryan provides leadership and guidance on all financial matters, from budgeting, reporting, and modeling to compliance, controls, and audits. Ryan joined The Mather Group in November 2022 after spending the previous 12 years at Northern Trust in financial roles of increasing responsibility, most recently as Chief Financial Officer of Northern Trust Asset Management. His prior roles include serving as International Tax Manager at Komatsu America Corporation, Supervisor of Corporate Finance and Strategic Initiatives at Navistar, Internal Consultant at Walgreens, and International Financial Analyst at Comdisco. Ryan earned a BS in Accounting from Saint Xavier University, a MS in Accounting from the University of Illinois, and a Masters in Business Administration with concentrations in Strategy, International Business, Managerial Economics, and Organizational Behavior from Northwestern University’s Kellogg School of Management. He is also a board member emeritus and former Treasurer of the Naperville Area Humane Society.

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.

 Client AssociateJulianna is originally from the suburbs of Chicago, but now resides in the downtown Chicago area. Julianna graduated from the University of Illinois at Chicago in 2024 with a BA in Communications. She enjoys speaking with prospective clients and sharing The Mather Group’s value.

Soo joined The Mather Group in June 2023, after spending four years in operations roles of increasing responsibility at Amazon. In her role at TMG, she helps to implement and support back-office operational processes and helps to inform decisions about the firm’s technology solutions. Soo graduated from the University of Washington-Seattle with a Bachelor of Arts degree in Political Science.

As a Financial Planner, Jacob 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. Jacob holds a B.S. in Financial Planning from the University of Illinois Urbana-Champaign.  

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.

Bailey joined The Mather Group in July 2024 and has a bachelor’s degree from the University of Minnesota’s Carlson School of Management. He majored in Supply Chain & Operations Management and obtained a minor in Business of Healthcare. As a Client Associate, Bailey supports the firm’s proprietary financial planning process by gathering client information and documentation.