Mariner Executive and Leadership Team

Jeff Poe, the Chief Financial Officer at Mariner, manages the firm's capital structure and financial reporting processes. Overseeing fiscal health, the Chief Financial Officer ensures that all wealth management operations remain profitable and sustainable. This leadership role involves coordinating with the board to allocate resources effectively across tax planning and insurance service lines. By maintaining rigorous internal controls, Jeff Poe supports the firm's mission of providing 360-degree advice to clients. The Chief Financial Officer monitors economic indicators to mitigate risk, ensuring that the organization maintains a strong balance sheet during periods of market volatility. Through strategic financial planning, Poe facilitates the expansion of service offerings, allowing the firm to scale operations efficiently. The Chief Financial Officer remains focused on long-term value creation, ensuring that every financial decision aligns with the overarching goal of simplifying client lives through integrated wealth management solutions.

David Lemmon, the Deputy Chief Financial Officer at Mariner, supports the management of the firm's financial planning and analysis functions. Overseeing budget administration, the Deputy Chief Financial Officer ensures that departmental spending aligns with the firm's strategic goals for wealth management expansion. This leadership role involves conducting detailed financial modeling to assess the viability of new service offerings, such as expanded insurance products. By providing granular data analysis, David Lemmon assists the executive team in making informed decisions regarding capital allocation. The Deputy Chief Financial Officer monitors cash flow and liquidity, ensuring that the firm maintains the financial flexibility required to support its 360-degree advice model. Through the oversight of financial reporting, Lemmon ensures compliance and transparency across all business units. The Deputy Chief Financial Officer works closely with the finance department to refine forecasting accuracy, ultimately contributing to the firm's overall fiscal health and long-term stability.

Paul Cantor, the Chief Operating Officer at Mariner, directs the firm's internal infrastructure and service delivery models. Overseeing daily operations, the Chief Operating Officer ensures that the integration of tax planning and insurance services functions seamlessly for every client. This leadership role involves optimizing business processes to support the firm's 360-degree advice philosophy. By implementing scalable operational frameworks, Paul Cantor enhances the efficiency of wealth management teams across the country. The Chief Operating Officer collaborates with other executives to ensure that service delivery remains consistent and high-quality. Through the management of operational resources, Cantor supports the firm's growth, ensuring that the organization can adapt to the changing needs of clients. The Chief Operating Officer focuses on operational excellence, driving improvements that simplify client lives and strengthen the firm's competitive advantage. Cantor maintains a rigorous focus on performance metrics, ensuring that all operational activities contribute to the firm's long-term success.

Jadin Winberg, the President at Mariner, leads the firm's overall strategic direction and organizational culture. Overseeing the execution of the firm's mission, the President ensures that the commitment to 360-degree advice remains the cornerstone of all client interactions. This leadership role involves guiding the executive team to achieve growth targets while maintaining the firm's reputation for personalized service. By fostering a collaborative environment, Jadin Winberg drives the integration of tax planning, insurance, and wealth management resources. The President represents the firm in key industry forums, reinforcing the organization's position as a leader in comprehensive financial planning. Through the development of long-term strategic initiatives, Winberg ensures that the firm remains adaptable to market shifts and client needs. The President maintains a focus on excellence, ensuring that every aspect of the business supports the goal of helping clients achieve their financial objectives. Winberg consistently champions the firm's values, driving sustained success and client satisfaction.

Matthew Thomas, the Chief Revenue Officer at Mariner, directs all national sales initiatives and client acquisition strategies. Overseeing the expansion of wealth management services, the Chief Revenue Officer ensures alignment with the firm's 360-degree advice model. This leadership role involves scaling revenue streams across diverse financial markets while maintaining high standards for client retention. By optimizing the sales funnel and integrating tax planning resources into the broader service offering, Matthew Thomas directly impacts the firm's growth trajectory. The Chief Revenue Officer collaborates with the executive team to refine market positioning, ensuring that the firm remains competitive in the evolving financial landscape. Through rigorous analysis of market trends, Thomas secures long-term financial stability for the organization, driving consistent performance across all regional territories while fostering deep, lasting partnerships with clients seeking comprehensive financial guidance.

Rachel Tuinen, the Chief of Staff at Mariner, coordinates cross-functional initiatives and streamlines executive decision-making processes. Overseeing internal communications, the Chief of Staff ensures that the firm's mission of providing 360-degree advice remains central to all operational activities. This leadership role involves facilitating collaboration between departments, including tax planning and insurance, to maintain a unified client experience. By managing the executive agenda, Rachel Tuinen drives organizational efficiency and ensures that strategic priorities receive appropriate attention. The Chief of Staff acts as a primary liaison for the leadership team, fostering a culture of transparency and accountability. Through the implementation of robust project management frameworks, Tuinen supports the firm's growth objectives, ensuring that all teams remain aligned with the core philosophy of client-centric wealth management. The Chief of Staff continuously evaluates operational workflows to identify opportunities for improvement, ultimately enhancing the firm's ability to deliver high-quality financial services.

Kate Ardini, the Chief Marketing Officer at Mariner, architects the brand strategy and client engagement programs. Overseeing national marketing campaigns, the Chief Marketing Officer ensures that the firm's integrated approach to wealth management resonates with target audiences. This leadership role involves developing content that highlights the value of combining tax planning and insurance services under one roof. By leveraging data-driven insights, Kate Ardini optimizes digital presence and strengthens the firm's market position. The Chief Marketing Officer collaborates with the sales team to create compelling narratives that demonstrate the firm's commitment to 360-degree advice. Through strategic brand positioning, Ardini drives awareness and attracts new clients seeking flexible financial strategies. The Chief Marketing Officer monitors market sentiment to refine messaging, ensuring that the firm remains a trusted partner for individuals navigating complex financial decisions. Ardini consistently elevates the brand, reinforcing the firm's reputation for excellence in the financial services industry.

Jeffrey Foley, the Senior VP, Operations Technology & Chief Technology Officer at Mariner, architects the firm's digital infrastructure and cybersecurity protocols. Overseeing the development of proprietary wealth management platforms, the Senior VP, Operations Technology & Chief Technology Officer ensures that technology supports the firm's 360-degree advice model. This leadership role involves integrating advanced data analytics to provide clients with real-time insights into their financial strategies. By modernizing operational systems, Jeffrey Foley enhances the efficiency of tax planning and insurance service delivery. The Senior VP, Operations Technology & Chief Technology Officer collaborates with the executive team to identify emerging technologies that can improve client outcomes. Through the implementation of secure, scalable software solutions, Foley drives digital transformation across the organization. The Senior VP, Operations Technology & Chief Technology Officer remains focused on maintaining a robust technological foundation, ensuring that the firm can effectively meet the evolving needs of clients in a digital-first financial landscape.