Mariner Executive and Leadership Team

Jeffrey Poe, the Chief Financial Officer at Mariner, oversees all financial operations, planning, and reporting to ensure the firm's fiscal health and strategic growth. Poe manages capital allocation, investment strategies, and financial risk management, directly supporting Mariner's commitment to providing lasting, 360-degree financial advice. This leadership position involves close coordination with executive peers to align financial objectives with the firm's mission of client-centric wealth management. By maintaining robust financial controls and driving fiscal discipline, Jeffrey Poe ensures the firm's capacity to offer integrated services, including tax planning and insurance, under one roof. The financial stewardship under Poe's direction underpins the firm's ability to adapt to market changes and client needs, simplifying financial complexities for all served.

David Lemmon, the Deputy Chief Financial Officer at Mariner, supports the Chief Financial Officer in managing the firm's financial health and strategic fiscal planning. Lemmon plays a key role in financial analysis, budgeting, and reporting, ensuring adherence to regulatory requirements and supporting Mariner's commitment to providing comprehensive, 360-degree financial advice. This position involves close collaboration with various departments to optimize financial performance and resource allocation across wealth planning, tax, and insurance services. By contributing to robust financial oversight, David Lemmon reinforces the firm's capacity to offer integrated solutions and maintain its focus on client success and long-term adaptability. The financial operations managed under Lemmon's purview directly support the firm's mission to simplify clients' financial lives.

Paul Cantor, the Chief Operating Officer at Mariner, directs the firm's operational infrastructure and service delivery to ensure efficiency and client satisfaction. Cantor oversees the integration of various financial services, including wealth planning, tax, and insurance, reinforcing Mariner's commitment to a 360-degree advisory model. This leadership function involves optimizing internal processes, managing resource allocation, and enhancing the overall client journey. By ensuring seamless execution of services, Paul Cantor supports the firm's mission to provide adaptable strategies that meet clients' needs today and in the future. The operational excellence driven by Cantor's leadership simplifies the complexities of wealth management, allowing clients to focus on achieving their financial goals with confidence.

Jadin Winberg, the President at Mariner, provides overarching leadership and strategic direction to guide the firm's mission of delivering 360-degree financial advice designed for longevity. Winberg spearheads initiatives that foster a client-centric culture, ensuring the firm's integrated approach to wealth planning, tax, and insurance services consistently meets evolving client needs. This executive position involves driving organizational growth, cultivating key relationships, and upholding the firm's commitment to adaptability and client success. By setting the vision and ensuring operational alignment, Jadin Winberg empowers the leadership team to execute strategies that simplify financial complexities and help clients achieve their most important goals. The focus remains on building lasting client partnerships through comprehensive and personalized financial guidance.

Rachel Tuinen, the Chief of Staff at Mariner, directs strategic initiatives and operational efficiency across the organization. Tuinen ensures seamless execution of the executive team's vision, aligning departmental objectives with the firm's overarching mission of providing adaptable, 360-degree financial advice. This role involves close collaboration with all C-suite leaders to streamline processes and enhance client service delivery. By managing key projects and facilitating cross-functional communication, Rachel Tuinen drives the firm's commitment to simplifying clients' financial lives. The focus remains on optimizing internal operations to support the delivery of integrated wealth planning, tax planning, and insurance services, ensuring every client receives a personalized strategy for today and beyond.

Kate Ardini, the Chief Marketing Officer at Mariner, architects and executes comprehensive marketing strategies to elevate brand presence and client engagement. Ardini drives initiatives that communicate the firm's unique value proposition: providing adaptable, 360-degree financial advice designed for longevity. This involves overseeing all aspects of brand management, digital marketing, and client communications, ensuring consistency with Mariner's mission to help clients identify and achieve their most important goals. By developing targeted campaigns and fostering strong market positioning, Kate Ardini supports the firm's growth objectives and reinforces its commitment to being a trusted partner through all of life's transitions. The marketing efforts directly reflect the integrated approach to wealth management, simplifying clients' financial journeys.

Matthew Thomas, the Chief Revenue Officer at Mariner, directs all revenue-generating activities and sales strategies to expand market reach and client acquisition. Thomas focuses on optimizing the sales funnel and driving growth across all service lines, including wealth planning, tax, and insurance, aligning with the firm's mission to provide comprehensive, 360-degree advice. This role involves leading the sales teams, developing strategic partnerships, and ensuring a cohesive client experience from initial contact through ongoing service. By fostering a culture of client success and revenue generation, Matthew Thomas directly contributes to Mariner's ability to adapt to evolving client needs and market dynamics. The emphasis is on sustainable revenue growth that supports the firm's integrated approach to simplifying clients' financial lives.

Jeffrey Foley, the Senior VP, Operations Technology & Chief Technology Officer at Mariner, leads the technological strategy and operational systems that underpin the firm's integrated wealth management services. Foley drives innovation in technology infrastructure, ensuring the secure and efficient delivery of 360-degree financial advice, including wealth planning, tax, and insurance solutions. This critical role involves overseeing the development and implementation of digital tools that enhance both internal operations and the client experience, aligning with Mariner's mission to provide adaptable strategies for lasting success. By championing technological advancements, Jeffrey Foley ensures the firm remains at the forefront of financial services, simplifying complex financial landscapes for clients and supporting their long-term goals.