.png){kind=small}
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.
Block quote
Ordered list
Unordered list
Bold text
Emphasis
Superscript
Subscript
%20Ying%20Huang.jpg)
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.
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 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 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.
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 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 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.
Cort Jaquess earned his BBA in finance from the McCombs School of Business at the University of Texas, specializing in Investment Management, and is a former linebacker for the Texas Longhorns football team. As a CFP® professional who has successfully passed the CFA Level I Exam and is currently preparing for Level II, he brings a deep commitment to excellence in wealth management. Before joining The Mather Group, Cort served as a Vice President - Financial Consultant, advising high-net-worth families on comprehensive wealth management strategies. Cort is based out of our Houston office and is a proud husband and father to his growing family in Tomball, Texas.
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.
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 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.
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.
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.
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.
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.
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.
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.
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.
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.
.png){kind=small}
