Meet The Team
Joel Suárez, ChFC®, CFP®
Shareholder, Wealth Manager
Sylvia Suárez
Shareholder, Administrator
Additional Support
Monarch Private Wealth 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.
Financial Planning & Wealth Strategy
Mark Harris, CFP®
Wealth Advisor & Vice President of Strategy
Mariner
Rachel Vega, CFP®
Senior Wealth Strategist
Mariner
Alfred Cantilina, CFP®
Wealth Strategist
Mariner
Portfolio Management & Consulting
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
Tax
Ryan Drake, CPA
Director, Tax Planning & Preparation
Mariner
Estate Planning
Scott Luhnau, JD, CTFA®
Vice President, Multi-Generational Wealth Planning
Mariner
Client Service
Lacey Knox
Senior Client Service Associate
Mariner
The Mariner associates listed are not employees of Monarch Private Wealth. 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://www.marinerwealthadvisors.com/legal/.