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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.
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 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 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 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.
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.
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 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-lasting relationships.
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.
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 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, Janet is responsible for assisting the firm’s CPAs in managing thetax planning needs of our high-net-worth clients. Janet joined The Mather Group in June2022, after graduating from DePaul University with a Bachelor’s degree in Accountancy.
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, 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.
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 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 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.
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 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 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.
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.
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.
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.
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