Meet Our Team
Additional Support
Xtramile Financial Group partners with Mariner, which gives our team access to experienced tax, trust, estate planning, investments, retirement planning and insurance professionals. We’ll bring these teams in when needed to offer you a comprehensive wealth plan. Mariner also provides us with IT, compliance and operational support, which frees us up to spend less time on day-to-day operations and more time working with valued clients like you to help you reach your goals and aspirations.
Tax
Ryan Drake, CPA®
Director, Tax Planning & Preparation, Mariner
Estate Planning
Scott Luhnau, JD, CTFA®
Vice President, Multi-Generational Wealth Planning, Mariner
Financial Planning
Rachel Vega, CFP®
Senior Wealth Strategist, Mariner
Mark Harris, CFP®
Vice President of Strategy, Wealth Advisor, Mariner
Alfred Cantilina, CFP®
Wealth Strategist, Mariner
Portfolio Management
Oswaldo Simental
Manager, Portfolio Management, Mariner
Aderemi Adeyemo
Senior Analyst, Portfolio Management, Mariner
Portfolio Consulting
Jeremy Olen, CFA®
National Managing Director, Mariner
Tim Baumert
Vice President, Investments, Mariner
Chris McLeod, AIF®
Vice President, Trading Operations, Mariner
The Mariner associates listed are not employees of Xtramile Financial Group. They are employees of Mariner and Mariner is the marketing name for the financial services businesses of Mariner Wealth Advisors, LLC and its subsidiaries. For additional information click here.
Building a Bridge for Your Financial Dreams
Experienced | Trustworthy | Comprehensive | Team-Focused