MAURICIO CORTES Director A LITTLE MORE ABOUT MAURICIO:Mauricio joined The Mather Group in December 2021 with the acquisition of Eugenias Advisory Group, where he had been working as the Director of Investment Management & Business Development, as well as Portfolio Analyst & Associate Financial Planner since 2018. Prior to that, he was a Portfolio Implementation…
T.J. MITCHELL Director A LITTLE MORE ABOUT T.J.:T.J. Mitchell currently serves as Chief of Staff for Maricopa County District 3 Supervisor Bill Gates. Prior to joining Maricopa County, T.J. was an attorney at Quarles & Brady LLP, specializing in assisting clients with real estate and zoning/land use issues. T.J. graduated with honors from the University…
SHERRI TROMBLEY Director A LITTLE MORE ABOUT SHERRI:Sherri Trombley is Director of Business Consulting & Education for Schwab Advisor Services. She oversees the strategic direction for advocacy of the RIA industry with colleges and universities around the country. Sherri manages Schwab’s University Grant and RIA TalentAdvantage (RIATA) Student Scholarship programs – building partnerships with universities…
ASHLEY IlARDO Director A LITTLE MORE ABOUT ASHLEY:As a part of Dimensional Fund Advisors, Ashley acts as Regional Director and Vice President, where she works with teams across the Global Client Group to deliver outstanding client experiences through Dimensional’s specialty groups and communities. She is the leader of Dimensional’s Women and Wealth Community, Dimensional’s largest…
DESIREE CUNNINGHAM Director A LITTLE MORE ABOUT DESIREE:Desiree Cunningham is an impassioned writer and editor and Content Strategist at SurveyMonkey. She has a BA in Journalism and Mass Communications and an MA in English, both from Arizona State University. Desiree uses her background in journalism and marketing knowledge to tell meaningful stories and connect like…
Kerri Lopez-Howell Board Member A LITTLE MORE ABOUT KERRI:Kerri Lopez-Howell is the Executive Director of the Sunnyside Foundation, a 29-year-old foundation dedicated to serving students, teachers, and the entire southside community. Through her leadership, Sunnyside Foundation doubled its operating budget, built a brand new Emergency Relief Fund to pay rent and utilities for families, and…
JEFF LOCKE CFP® Director A LITTLE MORE ABOUT JEFF: Jeff Locke CFP® is an Advisor at AWM Capital. He earned a Bachelor of Science in Economics at UCLA and was a 4-year starter on the football team. Drafted into the NFL in 2013, Jeff spent 4 years as the starting punter for the Minnesota Vikings…