The Mather Group, LLC
Brian Hayes has a diverse work experience in the financial industry. Brian is currently working at The Mather Group, LLC, where they hold the position of Managing Director, Head of Business Development. Previously, they worked as the Director of Business Development at the same company. In this role, they focused on recruiting, hiring, training, and mentoring the business development team, and brought in over $200 million in AUM.
Before joining The Mather Group, LLC, Brian worked at Edelman Financial Engines as the Regional Director for the Midwest Region from 2016 to 2019. Prior to that, they held various roles at Fidelity Investments, including Vice President - Branch Manager, Vice President/Financial Consultant, and Branch Service Manager. At Fidelity Investments, they were responsible for branch growth, profitability, and market development.
Brian's earlier work experience includes roles at U.S. Bank as a Financial Consultant and at Edward Jones as a Business Development/Trust Officer, Field Supervision Director, and PASS Team Leader. At Edward Jones, they were involved in sales, supervision, and mentoring of investment representatives.
Overall, Brian Hayes has a strong background in business development, management, and financial consulting, with a proven track record of driving growth and success in various organizations.
Brian Hayes studied Consumer and Family Economics with a focus on Personal Finance at the University of Missouri-Columbia. Brian also obtained certifications in Series 7, Series 9, Series 10, Series 24, Series 63, and Series 65 through the MO Insurance License.
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The Mather Group, LLC
The Mather Group, LLC (TMG) is one of the fastest-growing independent, fee-only registered investment advisory firms in the country, offering comprehensive financial planning services with our clients’ best interests in mind. We find cost-effective investment strategies, and clients pay for our professional financial advice. TMG is a federally registered investment adviser with a fiduciary duty to our clients. That means we have a legal obligation to always act in their best interest. When clients choose TMG, we work to mitigate any potential conflicts of interest regarding how their money is managed and where their money is held. Our main concern is working to ensure the best interest of our clients is always met, while creating longevity in our relationships. Our financial professionals do not hold brokerage licenses, are not compensated by selling products, and do not earn commissions—which means we do not incentivize ourselves at our clients' expense. Our fees are always disclosed in our firm’s public disclosure documents, so there are no hidden fees. What we're doing differently is educating investors on what the fiduciary responsibility really means, at a time when it's more important than ever. Our services include: • Financial planning • Retirement planning • Tax planning • Estate planning • Investment management The Mather Group, LLC (TMG) is registered under the Investment Advisers Act of 1940 as a Registered Investment Adviser with the Securities and Exchange Commission (SEC). Registration as an investment adviser does not imply a certain level of skill or training. For a detailed discussion of TMG and its investment advisory services and fees, see the firm’s Form ADV on file with the SEC at www.adviserinfo.sec.gov, or on the firm’s website at www.themathergroup.com. The opinions expressed, and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.