Leadership Overview
Mariner has 8 executives leading key functions including strategy, finance, marketing, operations, technology, and client relations.
Driven by a commitment to client success, Mariner provides integrated wealth management solutions. The firm's leadership philosophy centers on adaptability and a holistic approach, ensuring clients achieve their long-term financial objectives through comprehensive planning and diverse service offerings.
Driven by a commitment to client success, Mariner provides integrated wealth management solutions. The firm's leadership philosophy centers on adaptability and a holistic approach, ensuring clients achieve their long-term financial objectives through comprehensive planning and diverse service offerings.
Leadership Roles at Mariner
Kenneth Apple - Chief Executive Officer
Kenneth Apple, the Chief Executive Officer at Mariner, directs the overarching corporate strategy and vision. Apple guides the firm's expansion and market positioning, ensuring alignment with the core mission of providing adaptable, 360-degree financial advice. This leadership role involves fostering a culture of client-centricity and innovation across all departments. Kenneth Apple oversees the integration of diverse wealth planning services, including tax and insurance, to simplify client lives and facilitate goal achievement. The Chief Executive Officer's focus remains on long-term client partnerships and the firm's sustained growth within the finance and investment sector. Apple's strategic direction ensures Mariner remains a trusted advisor for clients navigating complex financial landscapes and life transitions.
Jeffrey Poe - Chief Financial Officer
Jeffrey Poe, the Chief Financial Officer at Mariner, manages all financial operations and fiscal strategy. Poe is responsible for financial planning, budgeting, and reporting, ensuring the firm's economic health and stability. This executive role involves optimizing resource allocation to support strategic initiatives and client service enhancements. Jeffrey Poe oversees investment performance analysis and risk management, safeguarding the company's assets and profitability. The Chief Financial Officer ensures compliance with all financial regulations and drives initiatives to enhance shareholder value. Poe's financial acumen is critical in supporting Mariner's integrated approach to wealth management and its commitment to long-term client success.
Cheryl Vohland - Chief Operating Officer & Chief Strategic Officer
Cheryl Vohland, the Chief Operating Officer & Chief Strategic Officer at Mariner, oversees daily operations and shapes the company's strategic direction. Vohland is instrumental in refining operational processes to ensure the efficient delivery of integrated wealth management services. This leadership position involves translating strategic objectives into actionable plans that support Mariner's commitment to client success. Cheryl Vohland drives initiatives focused on enhancing operational scalability and client experience across all service lines, including tax planning and insurance. The Chief Operating Officer & Chief Strategic Officer ensures that strategic decisions are aligned with the firm's mission of providing adaptable, long-term financial strategies. Vohland's dual focus is critical for Mariner's sustained growth and market leadership.
Jadin Winberg - President
Jadin Winberg, the President at Mariner, leads key business units and drives strategic growth initiatives. Winberg focuses on expanding the firm's service offerings and market reach, ensuring alignment with the core philosophy of providing comprehensive, adaptable financial advice. This executive role involves fostering strong relationships with clients and partners to enhance Mariner's reputation and service delivery. Jadin Winberg oversees the implementation of new service models and operational enhancements designed to simplify clients' financial lives. The President plays a crucial part in guiding the firm's expansion and ensuring its integrated approach to wealth management meets evolving client needs. Winberg's leadership is vital for maintaining Mariner's commitment to long-term client success.
Greg Shankle - Owner and President
Greg Shankle, the Owner and President at Mariner, holds ultimate responsibility for the firm's strategic direction and operational success. Shankle guides the company's vision, ensuring adherence to its foundational principles of client-centricity and adaptable financial planning. This leadership role involves overseeing all aspects of the business, from service development to market expansion, to uphold Mariner's commitment to 360-degree advice. Greg Shankle drives initiatives that enhance the firm's integrated wealth management capabilities, simplifying complex financial matters for clients. The Owner and President is dedicated to fostering a culture of excellence and long-term partnership, ensuring Mariner consistently meets and exceeds client expectations. Shankle's ownership perspective is key to Mariner's sustained growth and client trust.
Kate Ardini - Chief Marketing Officer
Kate Ardini, the Chief Marketing Officer at Mariner, leads all marketing and brand strategy initiatives. Ardini is responsible for developing and executing campaigns that communicate Mariner's unique value proposition of adaptable, 360-degree financial advice. This role involves enhancing brand awareness and driving client acquisition through targeted outreach and digital engagement. Kate Ardini oversees market research and competitive analysis to inform strategic planning and service development. The Chief Marketing Officer ensures consistent messaging across all platforms, reinforcing the firm's commitment to simplifying clients' financial lives. Ardini's efforts are crucial in positioning Mariner as a leader in integrated wealth management and fostering strong client relationships.
Rachel Tuinen - Chief of Staff
Rachel Tuinen, the Chief of Staff at Mariner, provides strategic support and operational oversight to the executive team. Tuinen facilitates cross-departmental collaboration, ensuring seamless execution of company-wide initiatives and strategic priorities. This position involves managing key projects and driving operational efficiencies to enhance client service delivery. Rachel Tuinen acts as a liaison between different functional areas, streamlining communication and fostering alignment with Mariner's mission. The Chief of Staff plays a vital role in implementing the firm's integrated approach to wealth management and supporting its commitment to long-term client partnerships. Tuinen's operational expertise is essential for maintaining the agility required to adapt to evolving client needs and market dynamics.
Jeffrey Foley - Senior VP, Operations Technology & Chief Technology Officer
Jeffrey Foley, the Senior VP, Operations Technology & Chief Technology Officer at Mariner, directs the firm's technology infrastructure and operational systems. Foley is responsible for developing and implementing innovative technological solutions that enhance service delivery and operational efficiency. This executive role involves overseeing the integration of advanced platforms to support Mariner's comprehensive wealth planning services. Jeffrey Foley ensures the security and scalability of all technology systems, safeguarding client data and supporting business continuity. The Chief Technology Officer drives digital transformation initiatives, aligning technology strategy with the company's goal of simplifying clients' financial lives. Foley's leadership is critical in maintaining a robust and adaptable technological foundation for Mariner's operations.
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Frequently Asked Questions Regarding Mariner Top Executives and Leadership Team
