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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.
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.
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.
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.
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.
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 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 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 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.
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.
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, 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).
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 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™ 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, 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.
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 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 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 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 PLANNERTM professional.
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