.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
As Director, Talent & Development, Rob helps lead the firm’s employee development initiatives, training, and new employee onboarding experience. Rob joined TMG in December 2023, bringing over 10 years of human resources experience to the role. Prior to joining TMG, Rob served as the Director of People and Culture at LG Group in Chicago. He has worked in a variety of HR roles across industries focused on training, leadership development, performance management, and company culture. He began his career in Wealth management in 2020 as a Senior Human Resources Associate at Kovitz Investment Group Partners LLC. Roberto earned a Bachelor of Arts in Sociology from Pomona College in Claremount, California.
As a Wealth Advisor/Regional Leader, Bryan oversees the management of new and existing client relationships in the Southeast region. He is involved in delivering comprehensive financial planning advice to clients, with a specific emphasis in retirement planning, tax planning/analysis, estate planning, and investment management. Bryan helps to grow and develop junior advisors and aims to teach them to always be aware of the things important in clients’ lives. Prior to The Mather Group, Bryan was a Principal at Resource Advisory Services, where he provided comprehensive financial planning and long-term investment strategy advice to clients. Bryan earned a Bachelor of Science in Finance from University of Tennessee and continues to learn through continued education provided by NAPFA and other professional organizations.
Ryan joined The Mather Group in May 2023 through the firm’s acquisition of Clear Perspectives Financial Planning, where he had worked since 2020, assisting with client meeting preparations and back-office management. Prior to Clear Perspectives, Ryan worked in financial planning operations. He earned his undergraduate degree in Finance and Mathematics from the University of Notre Dame. Ryan is also a CERTIFIED FINANCIAL PLANNER™ professional.
As a Wealth Advisor, Ryan 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. Ryan is a graduate of Indiana University’s Kelley School of Business, where he received a Bachelor of Science degree in Business.
Samantha joined The Mather Group in January 2023, after earning her Bachelor of Business Administration degree in Accounting from the C.T. Bauer College of Business at the University of Houston. She had worked with the TMG Tax team as an intern for seven months prior to graduation. In her role as a Tax Associate, Samantha is responsible for assisting the firm’s CPAs in managing the tax planning needs of our high-net-worth clients.
Samantha joined The Mather Group as a Senior Client Service Associate, bringing five years of Client Service experience. In this role, Samantha supports the Wealth Advisors by working closely with custodial service teams to open new accounts, initiate money movements and other general account maintenance. Prior to joining The Mather Group, Samantha worked at TCG Advisors as the Operations and Client Service Manager.
As a Business Development Consultant, Sam manages our valuable client relationships through developing financial plans and implementing customized, comprehensive financial solutions to meet their unique needs. Sam is a graduate of The University of Iowa, where he received his B.B.A in Finance, and he is also a CERTIFIED FINANCIAL PLANNER™ practitioner.
As Family Office, Senior Operations Associate, Sara is responsible for facilitating client service for the firm’s Family Office clients. This includes gathering client information and documentation, managing investment account administration, and collaborating with internal and external partners. Prior to joining TMG, Sara gained experience as an Administrative Assistant for various companies in the retail, hospitality, and financial industries. She earned her Bachelor of Science in Mathematics degree from the University of Utah.
Sarita joined The Mather Group in June 2024, after earning her bachelor’s degree in marketing with a concentration in sales from DePaul University. In her role as a Client Associate, Sarita supports the firm’s proprietary financial planning process by gathering client information and documentation.
As a Wealth Advisor/Regional Leader, Scott develops and implements customized financial plans and comprehensive tax strategies to meet our clients’ unique goals and objectives. With over 20 years of wealth management and tax services experience, Scott has an impressive track record of helping high-net-worth clients with complex tax, trust, and estate planning support. Scott joined The Mather Group from a Houston-based independent wealth management firm where he was Director of Financial Planning for nine years. Prior to that, he served in tax and wealth management roles at a handful of firms, including PricewaterhouseCoopers. Scott holds his BA and JD from the University of Idaho and completed a graduate program in Taxation at University of Washington School of Law.
As a Trader, Seamus is involved in daily trading activity, as well as executing complex investment strategies and managing portfolio accounting and maintenance for all clients. Seamus joined The Mather Group in May 2022 after working as a Mutual Fund Specialist at U.S. Bank. Seamus earned a Bachelor of Arts degree in Economics with a minor in Business Administration from the University of South Carolina.
As a Wealth Advisor, Sean manages our valuable client relationships through developing financial plans and implementing customized, comprehensive financial solutions to meet their unique needs. Sean is a CERTIFIED FINANCIAL PLANNER™ practitioner and a graduate of Indiana University’s Kelley School of Business, where he received his BS in Business with a major in Finance.
As a Tax Senior Manager, Shauna assists the firm’s CPAs in providing comprehensive tax services and implementing tax strategies. Shauna joined The Mather Group in January 2022 with more than 10 years of experience, including working for two companies that were rated among Atlanta’s Top 25 CPA firms by American Registry. Immediately prior to TMG, she was a Senior Tax Analyst at HLB Gross Collins P.C. She has worked in various industries providing tax planning services, preparing business and individual returns as well as assisting clients with general business tax compliance requirements. With her experience, she has become adept at navigating the complexities of the tax code and interpreting them for her clients. As an Enrolled Agent, she has successfully negotiated with the IRS and state agencies to resolve client matters. Shauna holds a Bachelor’s degree in Finance & Investments, with minors in Accounting and Communication, from Bernard M. Baruch College. She pursuing is a Master of Science in Accountancy from the University of Phoenix.
As a Financial Planning Associate, Shequeta supports The Mather Group’s proprietaryfinancial planning process by gathering client information, documentation and assistingin the creation and implementation of comprehensive financial plans tailored to ourclients’ unique needs. She puts the clients' interest first and is committed to developingmeaningful, long-term relationships. Shequeta holds a Bachelor of Science in Financefrom Southern Illinois University and an MBA from Northern Illinois University. Prior tojoining The Mather Group, Shequeta served as Financial Advisor at Forum FinancialManagement and held various roles at General Motors including Financial Analyst,
Soo joined The Mather Group in June 2023, after spending four years in operationsroles of increasing responsibility at Amazon. In her role at TMG, she helps to implementand support back-office operational processes and helps to inform decisions about the firm’s technology solutions. Soo graduated from the University of Washington-Seattlewith a Bachelor of Arts degree in Political Science.
Group as a full-time employee in July 2022, bringing over twenty years of experience inthe financial services industry. Prior to The Mather Group, she established a consultingfirm, Alpha Operations Consultants, Inc., that worked directly with independent fee-onlyregistered investment advisers (RIAs) to deliver projects. Her work there consisted ofintegrating back-office operations and advising RIAs on performance reporting toimprove their processes. Prior to Alpha Operations Consultants, Stephanie was a VP ofOperations at an Austin-based fintech startup. Stephanie earned her Master in BusinessAdministration with a concentration in Finance and a B.A. in Economics from theUniversity of Texas at Austin. She has certifications as a Project ManagementProfessional (PMP) and a Certified ScrumMaster.
As Managing Director, Head of Alternative Investments, Stephen applies his investment acumen and experience to assess and develop new investment offerings based on clients’ investment goals, risk tolerance, and retirement needs. He joined The Mather Group through the acquisition of HC Financial Advisors in August 2022, where he operated as the Chief Investment Officer and a Principal. Prior to HC Financial Advisors, he was a Senior Analyst of Zacks Investment Research, Senior Equity Analyst of Manning & Napier, and Principal of Wells Capital Management. Stephen earned his MS in Business and Finance and BS in Business and Management from San Diego State University. He also holds the Chartered Financial Analyst® designation, Chartered Alternative Investment Analyst® designation, and is a CERTIFIED FINANCIAL PLANNER™ professional. Additionally, Stephen is Co-Chair of the Member Programming Advisory Council of the CFA Society of San Francisco.
Steven joined The Mather Group in August 2024 as Senior Director of Financial Planning and Analysis bringing 15 years of financial services experience across avariety of strategy and finance roles. Previously, Steven was a FP&A leader at Nuveen Investments in Chicago, and held roles at Northern Trust, Charles Schwab and PricewaterhouseCoopers. Steven earned a BS in Management from Boston Collegewith concentrations in Finance and Strategy Management.
Stewart rejoined The Mather Group in December 2023 as Director, Salesforce. He brings over eight years’ experience working with Salesforce. Stew interned with The Mather Group for three summers and became a full-time employee. After working for TMG for four years, he left TMG to pursue consulting, specifically within the Salesforce ecosystem at Vantage Point Consulting and then NeuraFlash where he served as a Solution Architect. Stew received his Bachelor of Sciences in Business from Indiana University, where he majored in Finance and Technology Management.
As an Office Manager, Sunita coordinates a wide variety of administrative functions and intra-office communications. She joined The Mather Group in August 2022 with the acquisition of HC Financial Advisors, where she was instrumental in scheduling appointments, updating client information, maintaining HC’s mailings, and keeping the office well stocked to create an environment that can run without a hitch. She earned her Bachelor of Commerce at Osmania University, Hyderabad, India. Sunita is dedicated to providing excellent service to our clients.
As a Financial Planner, Suzanne supports the firm’s proprietary financial planning process by gathering client information and documentation and creating financial plans. She puts our clients’ interest first and is committed to developing meaningful, long-term relationships. She joined The Mather Group through the acquisition of Cedar Financial Advisors, LLC, where she served as a Client Services Manager. Prior to Cedar Financial Advisors, LLC, Suzanne was a CFO at Norway Labs, a Consultant at Malcolm Pirnie, a Senior Consultant at Integrated Utilities Group, and an Assistant Finance Director for the City of Vancouver, Washington. She earned a Master of Public Administration from Lewis & Clark College and a Bachelor of Science in Economics and Speech Communication from Willamette University.
As a Tax Manager, Tania develops tax reduction strategies for corporate executives and retirees. Tania joined TMG in September 2024. With over 10 years of experience in tax and accounting across nonprofit, for-profit, and public sectors, she brings a wealth of knowledge to the team. In her previous roles, she has handled both tax planning and compliance. Tania holds dual master’s degrees. One in Accounting and another in Finance. She is a Certified Public Accountant and a Certified Financial Planner.
As Assistant Controller, Tara helps to manage the firm’s accounting process, including accounts receivable, accounts payable, and payroll. She also prepares reports that summarize and forecast business activities and financial positions related to income, expenses, and earnings. Tara joined The Mather Group in June 2023, bringing 20 years of professional experience. Her previous roles include serving as Corporate Controller for AJ Capital Partners, Senior Manager – Corporate Accounting at WNC First Insurance, Vice President at Northern Trust, and positions of increasing responsibility at GE Capital, the financial services division of General Electric. Tara earned a Bachelor of Business Administration degree in Accounting from Drake University and an MBA with a concentration in Finance from DePaul University. She is also a Certified Public Accountant.
.png){kind=small}
