Mariner Executive and Leadership Team

Jeff Poe, the Chief Financial Officer at Mariner, manages the fiscal health and capital allocation strategies of the firm. Overseeing financial reporting and budgeting, the Chief Financial Officer ensures that the organization maintains the resources necessary to support its integrated wealth management services. Poe directs the firm's financial planning, focusing on long-term stability and operational efficiency. This leadership role involves collaborating with the executive team to evaluate investment opportunities and manage risk across the enterprise. By maintaining rigorous financial controls, Jeff Poe supports the firm's ability to provide consistent, high-quality advice to clients. The Chief Financial Officer monitors economic trends to inform strategic decisions that impact the firm's growth trajectory. Through careful management of assets and liabilities, Poe ensures that the organization remains well-positioned to adapt to changing market conditions while continuing to deliver the comprehensive financial strategies that define the firm's reputation.

Karen Gustafson, the Chief Financial Officer & Account Analyst at Mariner, oversees the detailed financial analysis of client accounts while managing the firm's broader fiscal operations. By integrating account-level data with corporate financial strategy, the Chief Financial Officer & Account Analyst ensures that the firm's wealth management services remain precise and effective. Gustafson directs the evaluation of portfolio performance, providing insights that help advisors tailor financial strategies to individual client needs. This leadership role involves maintaining high standards of accuracy in financial reporting and account management. Through rigorous analysis, Karen Gustafson supports the firm's commitment to providing 360-degree advice that is both flexible and reliable. The Chief Financial Officer & Account Analyst collaborates with the advisory teams to ensure that financial planning resources are utilized optimally. By balancing corporate fiscal responsibilities with granular account oversight, Gustafson contributes to the firm's overall mission of helping clients achieve their long-term financial goals.

Jadin Winberg, the President at Mariner, directs the overall strategic vision and execution of the firm's business model. Overseeing the alignment of all departments with the core mission of providing 360-degree wealth management, the President ensures that the firm remains focused on client-centric outcomes. Winberg manages the leadership team to foster a culture of innovation and excellence in financial planning. This leadership role involves setting long-term goals that drive growth and enhance the firm's reputation in the financial services sector. By championing the integrated approach to wealth management, Jadin Winberg supports the firm's commitment to simplifying clients' lives through tax planning, insurance, and investment resources. The President collaborates with the Board and executive leadership to navigate market challenges and capitalize on new opportunities. Through decisive leadership, Winberg ensures that the firm continues to deliver flexible, lasting financial strategies that help clients identify and achieve what is truly important.

Rachel Tuinen, the Chief of Staff at Mariner, coordinates cross-functional initiatives to streamline internal workflows and executive decision-making processes. By managing high-priority projects, the Chief of Staff ensures alignment between leadership objectives and daily operational execution. Tuinen facilitates communication across departments, fostering a cohesive environment that supports the firm's 360-degree wealth management model. This role involves optimizing organizational efficiency to better support client-facing teams. Through rigorous oversight of strategic initiatives, the Chief of Staff maintains focus on long-term growth targets. Rachel Tuinen drives the implementation of internal policies that enhance productivity across the entire firm. By bridging gaps between various business units, the Chief of Staff enables the organization to respond rapidly to evolving market conditions. This leadership position remains central to maintaining the operational integrity required for delivering consistent, high-quality financial advice to clients nationwide.

Matt Thomas, the Chief Revenue Officer at Mariner, directs all revenue-generating activities and client acquisition strategies across the firm. Overseeing the expansion of wealth planning services, the Chief Revenue Officer ensures that the integrated financial model reaches a broader client base. Thomas manages the alignment of sales teams with the firm's core mission of providing flexible, long-term financial strategies. This leadership role involves identifying new market opportunities and optimizing the client onboarding experience to drive sustainable growth. By analyzing performance metrics, Matt Thomas secures the financial health of the organization while maintaining a focus on client-centric outcomes. The Chief Revenue Officer collaborates with other executives to refine service offerings, ensuring that tax planning and insurance resources remain competitive. Through strategic market positioning, Thomas strengthens the firm's presence in the financial services sector, ultimately supporting the overarching goal of helping clients achieve their unique financial objectives.

Kate Ardini, the Chief Marketing Officer at Mariner, architects the brand strategy and communication efforts that define the firm's market presence. Overseeing national marketing campaigns, the Chief Marketing Officer ensures that the value proposition of integrated wealth management resonates with diverse client segments. Ardini manages the development of digital and traditional outreach programs designed to highlight the firm's 360-degree advice model. This leadership role involves analyzing consumer behavior to refine messaging and improve engagement across all platforms. By aligning marketing initiatives with the firm's commitment to client-focused service, Kate Ardini drives brand awareness and supports the growth of the advisory business. The Chief Marketing Officer collaborates with internal teams to ensure consistent delivery of the firm's mission. Through data-driven insights, Ardini optimizes the marketing funnel, ensuring that the firm remains a trusted partner for individuals seeking comprehensive financial planning and insurance solutions.

Jeff Foley, the Senior VP, Operations Technology & Chief Technology Officer at Mariner, directs the development and maintenance of the firm's digital infrastructure. Overseeing the integration of advanced technology into wealth planning services, the Chief Technology Officer ensures that advisors have the tools necessary to provide seamless, 360-degree advice. Foley manages the security and scalability of the firm's platforms, supporting the delivery of tax planning and insurance services under one roof. This leadership role involves identifying emerging technologies that can simplify client lives and improve operational efficiency. By architecting robust systems, Jeff Foley enables the firm to maintain a competitive edge in the financial services industry. The Senior VP, Operations Technology & Chief Technology Officer collaborates with other leaders to align technical capabilities with business goals. Through continuous innovation, Foley ensures that the firm's digital environment remains secure, reliable, and capable of supporting the evolving needs of clients.

Brooke Gassman, the Chief Operations Officer at Mariner, directs the daily business activities and operational processes that support the firm's integrated wealth management model. Overseeing the delivery of services ranging from tax planning to insurance, the Chief Operations Officer ensures that all client-facing functions operate with maximum efficiency. Gassman manages the coordination between various departments to maintain a seamless experience for clients. This leadership role involves refining internal procedures to support the firm's 360-degree advice philosophy. By optimizing operational workflows, Brooke Gassman enables the organization to scale effectively while maintaining a high level of service quality. The Chief Operations Officer collaborates with the executive team to implement strategic initiatives that enhance the firm's market position. Through consistent oversight of operational performance, Gassman ensures that the firm remains agile and responsive to the needs of clients, ultimately supporting the firm's commitment to providing comprehensive financial strategies for today and beyond.