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As a Tax Associate, Tashi is responsible for assisting the firm’s CPAs in managing thetax-planning needs of our high-net-worth clients. Immediately prior to The MatherGroup, she worked on the Tax Services team for Crowe. She earned a Bachelorof Science in Accounting and a Master of Science in Accounting from the University ofHouston, Clear Lake. She is actively pursuing her CPA license.
Illinois at Urbana-Champaign.
Tom joined The Mather Group in June 2023, after earning his Bachelor of Science degree in Public Affairs from Indiana University – Bloomington, including a minor in Financial Literacy from IU’s Kelley School of Business. He worked with the TMG team as an intern during the summer of 2022. In his role as a Client Associate, Tom supports the firm’s proprietary financial planning process by gathering client information and documentation.
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As a Wealth Advisor, Tim manages our valuable client relationships by developing and implementing customized financial plans to meet our clients’ unique needs. Tim joined The Mather Group in August 2022, bringing over 14 years of industry experience. He spent the previous 12 years working with Charles Schwab, most recently as Vice President, where he provided comprehensive financial planning, estate planning guidance, and long-term investment advice to high-net-worth households. Tim earned his Bachelor of Arts in Communication with a Minor in Business from Arizona State University. He is also a CERTIFIED FINANCIAL PLANNER™ professional and an Accredited Asset Management SpecialistSM.
As an IT Director, Tim is responsible for establishing, monitoring, and maintaining information technology systems and services, working in partnership with internal leaders and external vendors. Tim joined The Mather Group in November 2022 after spending seven years with Berlin Packaging as Manager, IT Service Delivery & Support. Over the previous 10 years, he served as Vice President, Service Desk Operations Manager at Guggenheim Partners. Tim earned a Bachelor of Science degree in Mass Communication/Journalism from the University of St. Thomas. He also holds the Information Technology Infrastructure Library (ITIL) V3 certification and the ITIL Intermediate Certificate in Service Operation.
When Todd joined The Mather Group in February 2024, he brought 11 years of financial planning experience. Todd currently manages client relationships and helps develop and customize strategic financial plans for the families he serves. Prior to this, Todd was a Vice President of Institutional Equity Trading for Instinet LLC. Todd graduated from Missouri State University with a degree in Finance.
As an Operations Associate, Tomas supports back-office operational processes and helps to establish and drive decision-making for technology solutions and operational processes for the firm. Prior to joining The Mather Group in July 2023, Tomas was a Wealth Manager at Creative Financial Planning, Inc. Tomas earned both a BBA in Finance and Business Administration and an MBA in Financial Management from Iona University.
As a Tax Manager, Tyler develops tax-reduction strategies for corporate executives and retirees. He’s a graduate of Millikin University, where he received his Bachelor of Science degree in Accounting, with a minor in Finance. He also served as Team Lead for Millikin University’s Tabor Investment Portfolio, actively managing a portion of the university’s endowment fund.
As a Financial Planner, Tyler supports the firm’s proprietary financial planning processby gathering client information and documentation. He puts our clients' interest first andis committed to developing meaningful, long-term relationships. He joined The MatherGroup in December 2021 with the acquisition of Eugenias Advisory Group, where hehad been working since 2019. Tyler holds a B.B.A. in Finance from the University ofHouston.
As a Wealth Advisor, Will develops meaningful client relationships in the New York market, while building and implementing personalized financial plans. Will joined us from TIAA where he served as a Wealth Management Advisor. Prior to that, he spent time with a large national wealth management firm as both an Investment Representative and Financial Consultant. Will is a graduate of the State University of New York at Albany where he earned a degree in Spanish and Iberian Studies.
As a Tax Associate, Yasmin is responsible for assisting the firm’s CPAs in managing thetax planning needs of our high-net-worth clients. Prior to working at TMG, she workedas a Finance Intern at Hapag-Lloyd AG, where she assisted the logistics team inday-to-day operations and processing reports. Yasmin earned a Bachelor of Business Administration with a concentration in Finance from Georgia Gwinnett College.
As Managing Director of TMG Family Office, Laura is responsible for overseeing the implementation of the goals and mission of the Family Office. She coordinates the Family Office staff, various external resources, and advisors to holistically serve the financial, wealth, tax, estate, and other planning and administrative needs of the Family Office practice. Laura has been working with ultra-high-net-worth individuals and families on all aspects of their wealth planning for more than 25 years. Prior to The Mather Group, Laura worked at Southern Wealth Management, Dallas, where she was Partner and Principal for 16 years. Laura earned her B.A. in Psychology from Russell Sage College, a small women's college in upstate New York. She received her JD from Albany Law School. Laura also holds the Chartered Advisor in Philanthropy designation (CAP®).
As a Family Office Wealth Strategist, Phil works with the TMG Family Office team to advise ultra-high-net-worth families on all facets of wealth management. Phil joined The Mather Group in March 2022, after working as a Financial Planner at Shanker Valleau Wealth Advisors. Phil earned a Bachelor of Science in Agricultural and Consumer Economics with a concentration in Financial Planning from the University of Illinois at Urbana-Champaign. He is also a CERTIFIED FINANCIAL PLANNERTM professional.
As Family Office Senior Wealth Director, Matt advises ultra-high-net-worth families on all facets of wealth management, including family organization, investment management, legacy building, tax strategies, income planning, and family education services. Matt creates customized, multigenerational solutions for clients by listening to what is truly important to each family. Matt works with founders, CEOs, private equity and venture capital professionals, artists, engineers, and senior leaders of public and private companies to help navigate the complexities wealth brings for them and their families.
Prior to joining TMG, Matt worked closely with high-net-worth individuals and families at Astraeus Advisers, LLC from 2014 to 2019. Prior to Astraeus Advisers, LLC, Matt was a futures trader and systems developer for five years, trading in fixed income, currency, commodity, and equity markets. Matt earned a BS in Finance from Indiana University, and he holds both the Chartered Alternative Investment Analyst (CAIA) certification and the CERTIFIED FINANCIAL PLANNER™ certification.
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As Tax Senior Director, Angelique develops tax reduction and estate planning strategies for corporate executives and retirees. Her main area of focus is simplifying complex scenarios while maximizing after-tax cash flows. Angelique holds a BS in Accounting and Finance from Iowa State University, a JD from the University of Iowa College of Law, and is a Certified Public Accountant. Prior to joining The Mather Group, Angelique worked as an attorney at a private law firm where she advised clients on estate planning, estate and trust administration, and tax matters.
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 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.
As the Chief Executive Officer of The Mather Group (TMG) Jen cultivates a collaborative culture through inclusive and supportive leadership. Her unwavering commitment to keeping clients at the center of all efforts drives her approach. With a deep understanding of the industry and her commitment to excellence, Jen prioritizes creating an environment where her team receives the support, guidance, and resources necessary to serve our clients with the highest Fiduciary standards. During her tenure as Chief Revenue Officer at TMG, Jen led a dynamic team, overseeing Business Development, Inside Sales, Wealth Advisors, Client Services, and Marketing, driving strategic growth and enhancing client engagement.
Her extensive professional experience includes Jen joining the MetLife Premier Client Group as a Managing Partner in 2013, leading an advisor force of over 160 financial advisors. She later became the CEO of MassMutual Illinois in 2016, and in 2020, after a merger with WestPoint Financial Group, she assumed the role of Partner and Chief Experience Officer, leading various departments including Investments, Compliance, Practice Development, and Financial Planning.
Jen is a cum laude graduate of the New England School of Law and received her Bachelor of Arts from the State University of New York Buffalo. She has achieved numerous life goals, finding her greatest success in helping others. A lawyer, award-winning financial service provider, wife, mother of three, and former Division 1 basketball captain, Jen is proud of motivating and inspiring others to succeed.
As Chief Financial Officer, Ryan provides leadership and guidance on all financial matters, from budgeting, reporting, and modeling to compliance, controls, and audits. Ryan joined The Mather Group in November 2022 after spending the previous 12 years at Northern Trust in financial roles of increasing responsibility, most recently as Chief Financial Officer of Northern Trust Asset Management. His prior roles include serving as International Tax Manager at Komatsu America Corporation, Supervisor of Corporate Finance and Strategic Initiatives at Navistar, Internal Consultant at Walgreens, and International Financial Analyst at Comdisco. Ryan earned a BS in Accounting from Saint Xavier University, a MS in Accounting from the University of Illinois, and a Masters in Business Administration with concentrations in Strategy, International Business, Managerial Economics, and Organizational Behavior from Northwestern University’s Kellogg School of Management. He is also a board member emeritus and former Treasurer of the Naperville Area Humane Society.
As Chief Compliance Officer, Stu manages and coordinates all activities related to compliance with the firm’s regulatory requirements as a federally registered investment adviser. Stu joined The Mather Group in April 2023, bringing nearly 30 years of industry experience in compliance, operations, and mergers and acquisitions. His previous roles include serving as Chief Compliance Officer for Cerity Partners, Executive Monetary Management and Sage Advisors, and Ladenburg Thalmann Asset Management. Stu is an Investment Advisor Certified Compliance Professional (IACCP®) and earned his Bachelor of Arts degree in History from Randolph Macon College.
As Chief Operating Officer, Kristen focuses on firm operations, transition management, and strategic planning. She is responsible for overseeing day-to-day trading and operations, planning and execution of M&A transition efforts, and developing and improving business systems, processes, and technology. She identifies areas of internal control improvement and implements business changes to create operational efficiencies and mitigate risk. Kristen holds a BA in Economics from the University of Michigan. Prior to joining TMG, Kristen served as Vice President and Sr. Project Manager at Bank of America Merrill Lynch, where she managed business and regulatory initiatives and technologies for the bank’s Global Rates division.
As Chief Talent Officer, Jessica provides strategic leadership for human capital, human resources, and cultural objectives. Jessica partners with TMG’s Executive Leadership Team to design and implement talent and people strategies, including but not limited to engagement, development, and diversity and inclusion initiatives. Jessica joined TMG in October 2023, bringing over 15 years of human capital and leadership experience. Immediately prior to TMG, Jessica served as a Principal and Chief People Officer at Kovitz Investment Group Partners, overseeing the Human Resource function, and serving on the firm’s Executive Committee. She held previous roles in the fintech and manufacturing spaces. Jessica earned a BA in Human Services, with a minor in Business Management from Millikin University and is currently pursuing a MS in Organizational Change and Learning from Northwestern University.
As the Business Development Managing Director, Brian helps manage a team of associates that build new relationships with retirees, corporate executives, and our referral networks for the firm. He has a passion for coaching his team, as well as educating clients and helping them achieve their financial goals. Before joining The Mather Group in 2019, Brian served as a Regional Director for Edelman Financial Engines and a Branch Manager at Fidelity Investments. Brian holds a Bachelor of Science in Consumer and Family Economics from the University of Missouri-Columbia.
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