Mariner Executive and Leadership Team

Jeff Poe, the Chief Financial Officer at Mariner, directs all corporate financial planning, analysis, and reporting functions. Poe architects the firm's capital allocation strategies to support sustainable growth and operational stability. The Chief Financial Officer oversees the management of financial risk, ensuring that all business activities align with the firm's long-term fiscal objectives. By monitoring revenue streams and expense structures, Jeff Poe provides the executive team with actionable insights to drive profitability. This leadership role involves managing relationships with financial institutions and ensuring compliance with regulatory standards. Through the implementation of robust financial controls, the Chief Financial Officer maintains the integrity of the firm's fiscal operations. Poe collaborates with other C-suite leaders to evaluate the financial feasibility of new service offerings and market expansions. By maintaining a disciplined approach to financial management, the Chief Financial Officer supports the firm's mission of providing reliable, 360-degree wealth management advice to clients.

Karen Gustafson, the Chief Financial Officer & Account Analyst at Mariner, directs the firm's financial reporting and performs granular account analysis to ensure portfolio accuracy. Gustafson architects financial models that evaluate the performance of client accounts against long-term wealth management objectives. The Chief Financial Officer & Account Analyst oversees the reconciliation of complex financial data, ensuring that tax planning and insurance components are correctly reflected in client reports. By conducting detailed account audits, Karen Gustafson identifies opportunities to optimize investment strategies and improve client outcomes. This leadership role involves providing the executive team with precise financial insights to support strategic decision-making. Through the application of rigorous analytical techniques, the Chief Financial Officer & Account Analyst maintains the highest standards of financial accuracy and transparency. Gustafson collaborates with wealth advisors to ensure that every client receives a clear, comprehensive view of their financial health, supporting the firm's commitment to 360-degree advice.

Matt Thomas, the Chief Revenue Officer at Mariner, directs the firm's global revenue generation strategies and business development efforts. Thomas architects sales processes that emphasize the value of integrated wealth management, tax planning, and insurance services. The Chief Revenue Officer oversees the alignment of marketing and sales teams to ensure consistent messaging and effective client acquisition. By analyzing market trends and competitive positioning, Matt Thomas identifies new opportunities for revenue growth across all service lines. This leadership role involves setting ambitious performance targets and monitoring progress to ensure the firm meets its financial goals. Through the optimization of the sales funnel, the Chief Revenue Officer drives sustainable growth and expands the firm's market presence. Thomas collaborates with regional leadership to tailor revenue strategies to specific market needs. By focusing on client-centric growth, the Chief Revenue Officer ensures that the firm continues to deliver high-value financial solutions to a growing client base.

Rachel Van Tuinen, the Chief of Staff at Mariner, directs the execution of strategic priorities and facilitates communication across the executive leadership team. Van Tuinen architects operational workflows that streamline decision-making processes and ensure alignment with the firm's core mission. The Chief of Staff oversees special projects that span multiple departments, including the integration of tax and insurance services into the wealth management platform. By managing the executive agenda, Rachel Van Tuinen ensures that leadership focus remains on high-impact initiatives that support client goals. This role involves coordinating cross-functional collaboration to resolve complex operational challenges and improve organizational efficiency. Through the implementation of effective management systems, the Chief of Staff drives accountability and transparency throughout the firm. Van Tuinen monitors the progress of key strategic goals, providing the executive team with the necessary support to achieve long-term success. This leadership role is essential for maintaining the firm's focus on providing 360-degree advice.

Jeff Foley, the Senior VP, Operations Technology & Chief Technology Officer at Mariner, directs the firm's digital infrastructure and technological innovation. Foley architects scalable cloud solutions that support the integration of wealth planning, tax services, and insurance under one roof. The Senior VP, Operations Technology & Chief Technology Officer oversees the development of secure platforms that simplify the client experience and enhance advisor productivity. By implementing advanced data analytics, Jeff Foley provides the firm with the tools necessary to deliver personalized, 360-degree financial advice. This leadership role involves managing the firm's cybersecurity posture and ensuring that all technology investments align with long-term business goals. Through the continuous improvement of operational technology, the Senior VP, Operations Technology & Chief Technology Officer drives efficiency and supports the firm's mission of providing flexible, lasting financial strategies. Foley collaborates with other executives to ensure that technology remains a key enabler of the firm's growth and service excellence.

John Powers, the Regional Managing Director at Mariner, directs wealth management operations across the central market territory. Powers architects client-focused financial strategies by integrating tax planning and insurance services into cohesive long-term portfolios. Overseeing regional advisor teams, the Regional Managing Director ensures consistent delivery of 360-degree advice tailored to individual client goals. This leadership role involves monitoring market trends to adjust investment approaches for evolving economic conditions. By fostering collaboration between wealth planners and tax specialists, John Powers drives operational efficiency and client satisfaction. The Regional Managing Director maintains high standards for service quality, ensuring that every client receives personalized attention. Through rigorous oversight of regional performance metrics, Powers secures the firm's reputation for excellence in wealth management. This commitment to integrated financial planning supports the broader mission of simplifying complex financial lives for all clients.

Andreas Scott, the Regional Managing Director at Mariner, manages strategic growth initiatives throughout the western operational regions. Scott drives the expansion of wealth advisory services by identifying new market opportunities and scaling client acquisition efforts. The Regional Managing Director coordinates with internal tax and insurance departments to provide a seamless, unified experience for high-net-worth individuals. By implementing standardized service protocols, Andreas Scott ensures that every regional office adheres to the firm's core philosophy of flexible, long-term financial planning. This leadership position requires constant evaluation of regional performance data to optimize resource allocation and improve service delivery. Scott maintains strong relationships with key stakeholders to align regional activities with the overarching corporate strategy. Through proactive management of advisor talent and client portfolios, the Regional Managing Director sustains consistent growth and reinforces the firm's position as a leader in comprehensive wealth management solutions.

Craig Walker, the Managing Director at Mariner, oversees the development and execution of specialized investment strategies for the firm's diverse client base. Walker directs the integration of complex financial planning tools, ensuring that tax and insurance components align perfectly with broader wealth management objectives. The Managing Director monitors portfolio performance and adjusts asset allocation models to meet shifting client needs in volatile markets. By collaborating with cross-functional teams, Craig Walker ensures that every financial plan remains flexible and responsive to life changes. This role involves mentoring senior advisors to maintain high levels of technical proficiency and client service excellence. Through the application of rigorous analytical frameworks, the Managing Director drives superior outcomes for clients seeking long-term financial stability. Walker maintains a focus on operational precision, ensuring that all investment activities support the firm's commitment to providing 360-degree advice that lasts for generations.

Robert Cole, the Regional Managing Director at Mariner, leads wealth management operations across the eastern market territories. Cole architects regional growth strategies by focusing on the delivery of integrated financial planning, tax services, and insurance solutions. The Regional Managing Director ensures that local advisor teams maintain alignment with the firm's mission of providing 360-degree advice. By overseeing regional client engagement models, Robert Cole drives high retention rates and fosters long-term trust with investors. This leadership role involves managing regional budgets and resource distribution to maximize operational impact. Through the implementation of standardized service workflows, the Regional Managing Director improves the efficiency of wealth management delivery. Cole monitors regional market dynamics to anticipate client needs and adjust service offerings accordingly. By prioritizing client-centric outcomes, the Regional Managing Director secures the firm's competitive advantage and supports the overall objective of simplifying financial lives through comprehensive, unified planning.

Darin Gartland, the Managing Director at Mariner, directs the firm's strategic initiatives regarding client relationship management and service innovation. Gartland architects programs that enhance the integration of tax planning and insurance services into the core wealth management offering. The Managing Director oversees the implementation of new service models designed to simplify the client experience and improve long-term financial outcomes. By coordinating with various departments, Darin Gartland ensures that all client-facing activities reflect the firm's commitment to 360-degree advice. This leadership role involves analyzing client feedback to refine service delivery and identify areas for operational improvement. Through the development of scalable engagement processes, the Managing Director drives consistency across the firm's service offerings. Gartland maintains a focus on strategic alignment, ensuring that all initiatives support the overarching goal of helping clients achieve their financial objectives. This dedication to service excellence reinforces the firm's reputation for providing flexible, lasting financial strategies.