Meet the Team
Brian Hill, CFP®
Managing Partner and Advisor
Bob Malcolm, AIF®, RICP®, CPFA, PPC
Managing Partner and Advisor
Edie Meyer, CRPC®
Partner and Advisor
Edward Schoeb
Partner and Advisor
Will Meyer
Advisor
Additional Support
Strategic Path Retirement partners with Mariner, giving us access to seasoned professionals in tax, trust, estate planning, investments, retirement planning, and insurance. Through our partnership, we can bring in a team of experienced professionals as needed, helping to ensure you receive comprehensive support tailored to your unique needs.
Wealth Planning & Strategy Team
Mark Harris, CFP®
Wealth Advisor & Vice President of Strategy, Mariner
Rachel Vega, CFP®
Senior Wealth Strategist, Mariner
Alfred Cantilina, CFP®
Wealth Strategist, Mariner
Ryan Drake, CPA
Director, Tax Planning & Preparation, Mariner
Portfolio Management & Consulting Team
Jeremy Olen, CFA
National Managing Director, Mariner
Tim Baumert
Managing Consultant, Independent Portfolio Management and Consulting, Mariner
Chris McLeod, AIF®
Senior Consultant, Independent Portfolio Management and Consulting, Mariner
John Lischer, CAIA, CIMA®
Senior Consultant, Independent Portfolio Management and Consulting, Mariner
