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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 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 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.
Prior to becoming a Wealth Advisor at The Mather Group, Andy was the President, Senior Financial Advisor, and Principal of HC Financial Advisors. He was responsible for overseeing the firm’s growth and ensuring that each team member provided excellent service to clients. Prior to HC Financial Advisors, he was a Sales Director, Americas of Advantek, Inc., and President of Taping Systems California, Inc. Andy has a strong passion for helping others achieve their goals and considers financial planning as a mechanism to aid others in attaining their greatest returns on life. He earned his MBA in Finance from Santa Clara University and a BA in English and Religion from St. Olaf College. He also is a CERTIFIED FINANCIAL PLANNER™ professional and a Member of the Financial Planning Association (FPA).
As a 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 PLANNERTM 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.
As a Wealth Advisor, Abby manages our valuable client relationships through developing financial plans and implementing customized, comprehensive financial solutions to meet their unique needs. She joined The Mather Group in August 2022 with the acquisition of HC Financial Advisors, where she worked with clients to define their objectives and then craft the strategies to help them effectively use their resources to meet those goals. Abby earned her Bachelor of Science degree in Personal Financial Planning at Texas Tech University. Additionally, she was the President of the Texas Tech Personal Financial Planning Alumni Advisory Board, Women’s Initiative Committee Pro Bono Chair for the National Association of Personal Financial Advisors (NAPFA), and Pro Bono Committee member of the Financial Planning Association (FPA) of San Francisco. She is also a CERTIFIED FINANCIAL PLANNERTM professional and holds the Chartered Special Needs Consultant® designation.
As a 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.
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.
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.
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 Wealth Advisor, Alexia manages our valuable client relationships by developing and implementing customized financial plans to meet our clients' unique needs. She joined The Mather Group through the acquisition of Seiffert Limited, where she served as a Co-Owner, bringing over 20 years of financial services experience. Alexia has a Bachelor of Arts in Economics from the University of Chicago. She also holds the Chartered Financial Analyst® (CFA) designation.
As 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.
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 a Financial Planner, Andrea supports the firm’s proprietary financial planning process by gathering client information and documentation. She puts our clients' interest first and is committed to developing meaningful, long-term relationships. Andrea holds a Bachelor of Science in Commerce and Business Administration from The University of Alabama, and a Master of Science in Accounting and Taxation from Florida Gulf Coast University.
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.
Wealth Advisor/Regional LeaderAs a Wealth Advisor/Regional Leader, Bryan oversees the management of new andexisting client relationships in the Southeast region. He is involved in deliveringcomprehensive financial planning advice to clients, with a specific emphasis inretirement planning, tax planning/analysis, estate planning, and investmentmanagement. Bryan helps to grow and develop junior advisors and aims to teach themto always be aware of the things important in clients’ lives. Prior to The Mather Group,Bryan was a Principal at Resource Advisory Services, where he providedcomprehensive financial planning and long-term investment strategy advice to clients.Bryan earned a Bachelor of Science in Finance from University of Tennessee andcontinues to learn through continued education provided by NAPFA and otherprofessional organizations.
As a Client Associate, Ben supports the firm’s proprietary financial planning process bygathering client information and documentation. He puts our client’s interest first and iscommitted to developing meaningful, long-term relationships. Ben joined The MatherGroup as a full-time employee in June 2022, after participating in our 2021 summerinternship program. He earned a Bachelor of Science degree in Business Administrationwith a focus in Finance and Real Estate from the University of Missouri.Bradley S. Phillips, JD, CFP®, EA
As a Wealth Advisor, Bradley manages our valuable client relationships through developing financial plans and implementing customized, comprehensive financial solutions to meet their unique needs. Prior to joining The Mather Group, Bradley worked as a Service Advisor at Barnett Financial, and as an attorney in an Austin law firm where he focused on estate planning, probate, and taxation issues. Before moving to Austin, Brad worked in Dallas at PricewaterhouseCoopers on issues related to hedge fund and private equity taxation of individual partners. Brad also worked at Robertson, Griege and Thoele, where he provided investment management, employee benefit, tax and retirement planning advice to high net worth individuals, professional athletes, and business owners. Bradley is a Certified Financial Planner™ and holds his BA, summa cum laude, MS in Personal Financial Planning, and JD from Texas Tech University.
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.
Joe joined The Mather Group in March 2024 as Office Manager where he will serve theChicago office as well as the other TMG locations. Joe brought over 15 years of officemanagement experience and has also worked in the legal field for over 10 years. Heearned a bachelor’s degree in English from Lawrence University.
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 Managing Director, Wealth Management, Brian plays an integral role in structuring the firm's financial planning best practices while also managing our valuable client relationships through the development and implementation of personalized financial plans. Brian holds a degree in Finance from the University of Illinois at Urbana-Champaign and is also a CERTIFIED FINANCIAL PLANNER™ professional. Prior to joining The Mather Group, Brian worked as an analyst at Morgan Stanley and was a manager at the University of Illinois Foundation, the independent fundraising and asset management division of the University of Illinois.
As Engineering Director, Brian helps to implement and optimize technology solutions. Brian served as an Investment Advisor for five years and his previous experience also includes portfolio management and securities research. Brian holds a Bachelor of Arts Degree in Business Marketing from Ohio University and an Executive Certificate in Financial Planning from Duquesne University.
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 PLANNERTM professional.
Carol joined The Mather Group in May 2023 through the firm’s acquisition of Clear Perspectives Financial Planning, which she co-founded in 2008. She brought more than 25 years of experience in financial management to TMG, having developed financial analysis and leadership experience in global business management and global audit positions. She spent nearly two decades at Procter & Gamble Company, where she managed hundreds of millions of dollars in business profits, commodities positions, supply chains, and acquisitions. Carol earned a Certificate in Languages and Letters from University of Grenoble, France, and a Bachelor of Arts in Political Science from Indiana University Bloomington. She also received her MBA in Finance from the Kelley School of Business at Indiana University, and she is a CERTIFIED FINANCIAL PLANNER™ professional.
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, Bridget manages our valuable client relationships through developing financial plans and implementing customized, comprehensive financial solutions to meet their unique needs. She puts our clients' interests first and is committed to developing meaningful, long-term relationships. Bridget is a graduate of Indiana University’s Kelley School of Business, where she received her BS in Business with a concentration in Finance. She is also a CERTIFIED FINANCIAL PLANNERTM professional.
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.
Brendan joined the Mather Group in 2024, after graduating from the Indiana University Kelley School of Business with a BS in Finance. As a Client Associate, Brendan supports the firm’s proprietary financial planning process by gathering client information and documentation.
As 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 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.
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As a Business Development Consultant, Alex manages our valuable client relationships through developing financial plans and implementing customized, comprehensive financial solutions to meet their unique needs. He puts our clients' interest first and is committed to developing meaningful, long-term relationships. Alex holds a B.B.A in Finance from The University of Georgia.
As a Wealth Advisor, 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 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 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.
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 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.
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 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 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.
Summer of 2023. He was drawn to work at the Mather Group because of the culturethat is present and the want to put client’s first and assist them in the best way possiblewhile cultivating a long-term relationship.
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.
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.
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.
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.
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.
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.
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.
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 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 PLANNERTM professional and also a Chartered Retirement Planning CounselorSM.
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.
Jack joined The Mather Group in June 2024 bringing expertise rooted in a Bachelor ofScience in Finance from Marquette University. With a passion for delivering strategicfinancial solutions, Jack is dedicated to guiding clients towards sustainable financialsuccess. As a Client Associate, Jack supports the firm’s proprietary financial planningprocess by gathering client information and documentation.DeAnne Cardona, CMFC®, CSRIC™
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.
Sarita joined The Mather Group in June 2024, after earning her bachelor’s degree inmarketing with a concentration in sales from DePaul University. In her role as a ClientAssociate, Sarita supports the firm’s proprietary financial planning process by gatheringclient information and documentation.M.C. Duboscq, CFP®
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.
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.
Harrison joined The Mather Group in June 2023 after graduating from Texas ChristianUniversity with a Bachelor of Business Administration degree in Finance andAccounting. He worked with The Mather Group team as an intern during the summer of2022. As a Financial Planner, Harrison enhances the firm’s exclusive financial planningprocess by gathering client information and documentation. Harrison puts the clients'interests at the forefront and is dedicated to cultivating meaningful, long-lastingrelationships.
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 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 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 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 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 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 a Tax Associate, John is responsible for assisting the firm’s CPAs in managing thetax planning needs of our high-net-worth clients. He earned a Bachelor of BusinessAdministration in Accounting from the University of North Texas.
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.
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.
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 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.
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.
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 taxplanning needs of high-net-worth clients. Lina is an Accounting major with a minor inFinance at the University of Illinois at Chicago and is scheduled to graduate in May2025.
Melanie joined The Mather Group as an intern in January 2024. Shortly after graduatingwith a Bachelor of Business Administration in Accounting from Dominican University,she joined The Mather Group full-time. As a Tax Associate, Melanie is responsible forassisting the firm’s CPAs in managing tax planning needs of high-net worth clients.
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 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 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.
Josh joined The Mather Group in June 2023 after graduating from the University ofHouston with a Bachelor of Business Administration degree in Finance and aspecialization in Personal Financial Planning. He worked with The Mather Group teamas an intern during the summer of 2022. As a Financial Planner, Josh enhances thefirm’s exclusive financial planning process by meticulously collecting client informationand documentation. Putting our clients' interests at the forefront, he is dedicated tocultivating meaningful, long-lasting relationships.
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 PLANNERTM 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.
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 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.
Bailey joined The Mather Group in July 2024 and has a bachelor’s degree from theUniversity of Minnesota’s Carlson School of Management. He majored in Supply Chain& Operations Management and obtained a minor in Business of Healthcare. As a ClientAssociate, Bailey supports the firm’s proprietary financial planning process by gatheringclient information and documentation.
As a 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 PLANNERTM professional and a Certified Public Accountant.
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 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 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 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.
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 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.
Steven joined The Mather Group in August 2024 as Senior Director of FinancialPlanning and Analysis bringing 15 years of financial services experience across avariety of strategy and finance roles. Previously, Steven was a FP&A leader at NuveenInvestments in Chicago, and held roles at Northern Trust, Charles Schwab andPricewaterhouseCoopers. Steven earned a BS in Management from Boston Collegewith concentrations in Finance and Strategy Management.
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 PLANNERTM professional and a member of the National Association of Personal Financial Advisors (NAPFA).
Illinois at Urbana-Champaign.
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 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.
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.
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