Our Team
“Leadership is not only having a vision, but also having the courage, the discipline, and the resources to get you there.”
- George Washington
Stephen Mazer
Principal, Senior Wealth Advisor
Carrie Olsen
Director, Client Services
Additional Support
Rational Wealth Solutions 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.
Portfolio Management & Consulting Team
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
Aderemi Adeyemo
Consultant, Independent Portfolio Management and Consulting
Mariner
Financial Planning & Wealth Strategy Team
Mark Harris, CFA®
Wealth Advisor & Vice President of Strategy
Mariner
Rachel Vega, CFP®
Senior Wealth Strategist
Mariner
Alfred Cantilina, CFP®
Wealth Strategist
Mariner
Estate Team
Scott Luhnau, JD, CTFA®
Vice President, Multi-Generational Wealth Planning
Mariner
Tax Team
Ryan Drake
Director, Tax Planning & Preparation
Mariner
The Mariner associates listed are not employees of Rational Wealth Solutions. 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, refer to https://independent.mariner.com/legal/