Lafayette, CA Office

Stephen Biggs is a CFP® and CFA® professional with 16 years of industry experience. He has worked at The Mather Group, LLC since 2022 and previously spent ten years at Hc Financial Advisors, Inc. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities with integrated financial planning, investment management, tax, and estate planning services. The firm uses an evidence-based investment approach, incorporating risk-based allocation models and tax-synchronized portfolio construction, along with customizable options such as direct indexing and ESG factor portfolios.

Christopher Snyder is a financial advisor at The Mather Group, LLC with 20 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked for 16 years at Pillar Wealth Management, LLC. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing combined financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with multiple risk-based allocation models and integrates technology such as AI and machine learning to support portfolio construction and client communications.

Judith Hirotaka is a financial advisor at The Mather Group, LLC with 18 years of industry experience. She holds the CFP® and ChFC® designations and has previously worked at firms including Wealth Enhancement Group, Ginsburg Financial Advisors, Mercer Global Advisors Inc., and Osborne Partners Capital Management. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing integrated financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with customizable strategies and incorporates AI and machine-learning tools alongside human oversight.

Karla Mcavoy is a CFP® with 14 years of experience in financial advising. She has worked at The Mather Group, LLC since 2022 and previously spent seven years at HC Financial Advisors Inc. There are no additional outside activities noted. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing integrated financial planning, investment management, tax and estate planning, and family office services. The firm uses an evidence-based investment approach with risk-based allocation models and offers customized portfolio options including ESG factor portfolios and direct indexing.

Luis Robles is a CFP® professional with 12 years of industry experience, currently with The Mather Group, LLC since 2025. His prior experience includes roles at Charles Schwab, Bancwest Investment Services, Bank of the West, and Wells Fargo in various capacities from 2012 to 2025. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities by offering integrated financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with customizable portfolio solutions and utilizes AI and machine-learning tools alongside human oversight in its client services.