Cynthia Bistrain-Okie Volunteer Financial Mentor Passionate About… Debt Management Investing Student Loans Cynthia is an Finance Operations Manager at Intuit Inc. She has a passion for learning and sharing information that others find useful. She looks forward to helping you identify your financial goals and discover a path to reach them. Cynthia enjoys hiking, reading,…
Amber Aanenson Volunteer Financial Mentor Passionate About… Budgeting Debt Management Military I am a wife and a mom of four pretty great children. I am an educator by trade. I enjoy learning about plants and their superpowers. We love to travel as a family and have visited most of the United States by car. I…
Andrew KielVolunteer Financial Mentor Passionate About… Budgeting Investing Purchasing a Home Andy is a full time investor and president of Optimize Investments Inc, a private equity company that specializes in safe, secure, long-term cash flow. He also serves on the board of the Hermitage no-kill cat shelter as treasurer. A social cause I care about…
Alex MurphyVolunteer Financial Mentor Passionate About… Budgeting Investing Retirement Plans I enjoy building long-lasting relationships while helping peers and clients. I was born and raised in Oakland, and excited to be starting my career close to home in the Bay Area. I joined Mercer Advisors in the early summer of 2023, after graduating from the…
Emma JonesVolunteer Financial Mentor Passionate About… Budgeting Debt Management Basic Financial Literacy I am a 24 year old, pursuing my CFP and working as a financial planner. I had the benefit of learning about what good financial decisions can do for you in my late teens and 20s, which I believe has set me up…
Christian PolancoCFP® Volunteer Financial Mentor Passionate About… Budgeting Debt Management Retirement Plans Christian is a Certified Financial Planner™ who is passionate about creating financial plans that are tailored to your goals and lifestyle. He believes that everyone should have access to the tools and knowledge to be successful and feel in control of their financial…
Scarlett CheCFP® CIMA® Volunteer Financial Mentor Passionate About… Purchasing a Home Retirement Plans Student Loans Scarlett is a CERTIFIED FINANCIAL PLANNER™ professional and Certified Investment Management Analyst® (CIMA®). She has an Master’s degree in Finance from Drexel University and a Graduate Certificate in Taxation from American University. Scarlett believes that trustworthy financial advice comes from…
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…