Johnny Tep is a CFP® professional with one year of industry experience, currently advising at Mariner. He previously worked at Walker Wealth and Griffin Capital Securities, and has a background including a role at GCI Solar. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations through investment management, financial planning, retirement plan consulting, and access to pooled vehicles and third-party managers. The firm provides discretionary, customized portfolios supported by an internal investment team and integrates tax and accounting services alongside traditional portfolio management.

Dawn Bowman is a financial advisor at Mariner with 28 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at Raymond James Financial Services Advisors Inc. and WC Walker & Associates, Inc. In addition to her advisory role, she provides divorce financial analysis as a Certified Divorce Financial Analyst (CDFA). Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and access to third-party managers. The firm combines in-house research with external allocations and provides integrated tax and accounting services along with specialized family office and financial wellness solutions.

Geoffrey Waters is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Mariner. His prior experience includes roles at Alpha Cubed Investments, Fidelity Investments, and Strategic Advisers. Mariner serves a diverse client base that includes individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and tax services, utilizing customized portfolios overseen by an Investment Committee and supported by a blend of in-house research and third-party managers.