Top 100 RIA firms

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Best places to work

Pensions & Investments

Top RIAs in America

Financial Advisor

Our team
Meet Legacy at TMG
Our people are the heart of TMG. Dedicated professionals, experts in their specialized fields, and all focused on delivering value for you and your family.
Laura Sweeney
,
CAP
®
,
JD
®
Family Office, Managing Director
Dallas
Phil Johnson
,
CFP
®
,
®
Wealth Strategist
Chicago
Matt Kahovec
,
CAIA
®
,
CFP
®
Senior Wealth Director
Chicago
Katie Fortuna
,
®
,
®
Wealth Director
Chicago
Noah Marell
,
CFP
®
,
®
Managing Director, Strategic Initiatives
Remote
Angelique Lund
,
CPA
®
,
JD
®
Tax, Senior Director
Home Office
Janet Rueda
,
®
,
®
Tax Associate
Chicago
Emily Due
,
CPA
®
,
®
Tax, Director
Chicago
Our locations
Explore our 12+ 

nationwide locations
Atlanta, GA
1180 Peachtree St NE, Suite 2000, Atlanta, GA 30309
678-702-8524
By Appointment Only
Austin, TX
7000 N. Mopac Service Road, Suite 495, Austin, TX 78731
512-454-5459
By Appointment Only
Chicago, IL (Headquarters)
353 N Clark Street, Suite 2775, Chicago, IL 60654
888-537-1080
By Appointment Only
Cincinnati, OH
10300 Alliance Road, Suite 460, Cincinnati, OH 45242
513-469-8400
By Appointment Only
Dallas, TX
Two Lincoln Centre, 5420 LBJ Freeway, Suite 535, Dallas, TX 75240
214-865-7616
By Appointment Only
Houston, TX
4400 Post Oak Parkway, Suite 2330, Houston, TX 77027
713-936-9199
By Appointment Only
Knoxville, TN
2095 Lakeside Centre Way, Suite 105, Knoxville, TN 37922
865-560-0140
By Appointment Only
Nashville Area, TN
105 Continental Place, Suite 110, Brentwood, TN 37027
615-371-5222
By Appointment Only
Portland Area, OR
3853 SW Hall Blvd., Beaverton, OR 97005
503-512-5890
By Appointment Only
San Francisco Bay Area, CA
3685 Mt. Diablo Blvd., Suite 200, Lafayette, CA 94549
925-299-1800
By Appointment Only
Spring, TX
1700 City Plaza Drive, Suite 380, Spring, TX 77389
832-299-3224
By Appointment Only
St. Louis, MO
7777 Bonhomme Avenue, Suite 2010, Clayton, MO 63105
314-282-4226
By Appointment Only
Thank you! Your submission has been received!
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Our locations
Explore our 12+ 

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

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