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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.
As a Client Associate, Matthew 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. Matthew holdsa B.S. in Finance from Central Michigan University.
As an Investment Director, Mauricio 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. Mauricio joined The Mather Group in December 2021 with the acquisition of Eugenias Advisory Group, where he had been working since 2018. Prior to that, he was a Portfolio Implementation Associate for Vanguard. Mauricio co-leads our Diversity, Equity & Inclusion (DEI) Committee and leads our Financial Literacy program for households in need. He has a B.S. in Economics from Arizona State University, an MBA with a Finance focus from Vanderbilt’s Owen Graduate School of Management, and a Certificate in ESG Investing from the CFA Institute. He also holds the Chartered Financial Analyst® designation, is a CERTIFIED FINANCIAL PLANNER™ professional, and a member of the National Association of Personal Financial Advisors (NAPFA) and the CFA Society of Nashville.
As a Wealth Advisor, Megan manages our valuable client relationships through developing financial plans and implementing customized, comprehensive financial solutions to meet their unique needs. Megan holds a BS in Business with a concentration in Financial Planning from University of Illinois at Urbana-Champaign. Megan is a CERTIFIED FINANCIAL PLANNER™ practitioner.
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.
When Melissa joined The Mather Group in August 2023, she brought almost 10 years of client and customer service experience. In her role at TMG, Melissa supports the firm’s proprietary financial planning process by gathering client information and documentation. Previously, she held client services roles at Provident Wealth Advisors, Mariner Wealth Advisors, SFMG Wealth Advisors, and TMI Trust Company – Fort Worth. She received her BSBA degree from Lyndon State College (now, Northern Vermont University) with a concentration in Human Resources and a minor in Marketing.
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.
Mike joined The Mather Group in May 2023 through the firm’s acquisition of Clear Perspectives Financial Planning, where he had worked since 2021, advising clients on retirement planning, tax planning and cash flow management. Over his 20-year career, Mike was also a Financial Advisor for a large national bank. He earned his Bachelor of Arts degree from Miami University in Oxford, Ohio, and he is a CERTIFIED FINANCIAL PLANNERTM professional.
As a Controller, Michael oversees the firm’s accounting process, including accounts receivable, accounts payable, and payroll. He also prepares reports that summarize and forecast business activities and financial positions related to income, expenses, and earnings. These reports provide insights that help drive operational efficiency and aid in our continued growth.
Michael came to TMG with 25 years of finance and operations experience in the financial services, retail, wholesale, and manufacturing industries. Most recently, he was Principal and Controller at Cerity Partners, LLC. His prior roles include Controller and Assistant Compliance Officer at Executive Monetary Management, as well as Chief Operation Officer and Chief Financial Officer at CTG Athletics. He spent 10 years in increasingly senior roles at Loehmann’s, where he started as Manager of Accounting and worked up to Director of Finance. His early career consisted of Staff Accountant positions with Eastern Lobby Shops, Bally of Switzerland, and James M. Elting, CPA.
Michael earned his Bachelor of Science in Accounting from Mercy College in Dobbs Ferry, New York.
As a Financial Planner, Michael 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. Michael holds a B.B.A in Business Economics and Finance from The University of Memphis.
As Tax Senior Director, Michael develops tax-reduction strategies for corporate executives and retirees. He simplifies complex scenarios for clients while maximizing after-tax cash flows. He joined The Mather Group from his role as Tax Accountant & Advisor for Flato, Williams & Patterson, P.C., a full-service accounting firm in Houston. There he provided tax strategies and support for high-net-worth individuals and business owners. He holds his Bachelor of Business Administration in Accounting from Baylor University and earned the CERTIFIED FINANCIAL PLANNER™ certification from Rice University.
As Managing Partner, Michael develops new client relationships and implements retirement planning strategies for existing clients. He has a genuine passion for helping people achieve their financial goals and has been successful in customizing the right investment solutions for retirees and corporate executives. Before joining The Mather Group, Michael served as a Relationship Manager to a diverse portfolio of clients at UBS Financial Services, Inc. and Morgan Stanley. Michael holds a BA in Marketing from Trinity International University.
Mike joined The Mather Group in May 2023 through the firm’s acquisition of Clear Perspectives Financial Planning, where he had worked since 2016, advising clients on retirement planning, tax planning and cash management. Prior to Clear Perspectives, Mike was in the jewelry and precious metals industry. He earned an undergraduate degree in English and Creative Writing from Wittenberg University, and he is also a CERTIFIED FINANCIAL PLANNER™ professional.
As a Wealth Advisor, Morgan manages our valuable client relationships by developing financial plans and implementing customized, comprehensive financial solutions to meet clients' unique needs. Morgan holds a BA in Economics with a minor in Informatics from The University of Illinois at Urbana-Champaign.
As a Wealth Advisor, Moses manages our valuable client relationships through developing financial plans and implementing customized, comprehensive financial solutions to meet their unique needs. Moses holds a BS in Finance from the University of Illinois at Chicago. He earned his CERTIFIED FINANCIAL PLANNER™ certification in 2019.
As Human Resources Benefits Manager, Namita directly assists our Chief Human Resources Officer in identification and implementation of innovative and sustainable benefits that are employee and market-centric. She joined the Mather Group in September 2022, bringing over 20 years of human resources experience in the financial industry. Immediately prior to TMG, she served as an HR Operations Manager for ABN Amro Clearing Chicago, LLC. Her previous experience includes roles as a Benefits Manager at Ingredion, Inc, Benefits Manager at Morningstar, Inc, and an Ongoing Payroll Project Manager at Hewitt Associates. Namita earned a Bachelor of Science in Business Management from the University of Illinois-Chicago.
As a Wealth Advisor, Nancy manages our valuable client relationships by developing and implementing customized financial plans to meet our clients’ unique needs. She began her career in financial planning at Harris Bank. She expanded her career and worked at RIA firms, servicing high net worth corporate executives, retirees, and university professionals and joined The Mather Group from Trinity Financial Advisors. Nancy has her B.A. in Liberal Arts from DePaul University and her M.B.A. in Financial Planning from Saint Xavier University. She is also NAPFA-Registered Financial Advisor.
As a Wealth Advisor, Natalya manages our valuable client relationships through developing financial plans and implementing customized, comprehensive financial solutions to meet their unique needs. Natalya holds the CERTIFIED FINANCIAL PLANNER™ designation and a BA in Economics with a minor in Business from the University of Illinois at Urbana-Champaign.
As a Tax Associate, Naveed is responsible for assisting the firm’s CPAs in managing thetax planning needs of our high-net-worth clients. Prior to working at TMG, he worked asa Staff Accountant at A&A Accounting where he was responsible for assisting the firm’sCPAs in managing their client's Financial Statements and 1040 Tax Returns. He alsoworked as a Tax Intern at Maner Costerisan where he was responsible for assisting thefirm’s CPAs in completing client’s 1040 Tax Returns. Naveed holds a Bachelor ofAccounting from Michigan State University, and a Master of Science in Accounting witha Concentration of Taxation from Oakland University.
As an Investment Manager, Nolan monitors and analyzes the municipal credit market while assisting in the construction of fixed income models and bond ladders. Nolan joined The Mather Group in May 2022, bringing more than seven years of municipal credit experience. Most recently, he was an Assistant Vice President, Municipal Credit, at Conning. Previously, he was a Home Services Specialist at Bank of America. Nolan earned a Bachelor of Arts in Economics and an MBA with concentrations in Finance and Management from the University of Connecticut. He is also a member of the National Federation of Municipal Analysts.
Client Associate Patrick 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.
As a Wealth Advisor, Rachel helps manage our valuable client relationships through the development and implementation of personalized financial plans to meet our clients’ unique needs. Rachel joined The Mather Group from Intrua Financial, where she supported a team that managed over $200M in AUM for 10+ years. Prior to Intrua Financial, she worked as a Branch Office Administrator at UBS Financial Services. Rachel holds a B.S. from Texas A&M University and a CERTIFIED FINANCIAL PLANNER™ designation.
As Manager, Talent Acquisition, Rachel brings recruiting in-house at TMG. Rachel joined TMG in December 2023, bringing over 15 years of recruiting experience. Immediately prior to TMG, Rachel served as a Recruiting Manager and Senior Recruitment Specialist at Wipfli LLP. She held previous roles in HR and staffing as a Recruiting Consultant, HR Consultant, Recruiter, Enrollment Coordinator, Account Manager, and Consultant. Rachel earned a BA in Mass Communications from University of Wisconsin-Eau Claire.
As a Director, Wealth Management, Randall develops meaningful client relationships while building and implementing personalized financial plans to meet our clients’ unique needs. Randall joined The Mather Group from Direct Energy, an electric and gas retail provider based in Houston, Texas. There he managed an analytics team focused on consolidating accounting estimates and forecasting future values for power and gas commodity deals. He holds his BBA in Finance and Master of Professional Accountancy from Stephen F. Austin State University. He is also a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Public Accountant.
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