Meet The Team

Joel Suarez

Joel Suárez, ChFC®, CFP®

Shareholder, Wealth Manager

Sylvia Suarez

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

Mark Harris

Mark Harris

Wealth Advisor & Vice President of Strategy

Mariner

Portfolio Management

Jeremy Olen

Oswaldo Simental

Manager, Portfolio Management

Mariner

Joel Gourdin

Aderemi Adeyemo

Senior Analyst, Portfolio Management

Mariner

Portfolio Consulting

Jeremy Olen

Jeremy Olen, CFA®

National Managing Director

Mariner

Joel Gourdin

Joel Gourdin, CAIA®

Vice President, Portfolio Consulting

Mariner

Tim Baumert

Tim Baumert

Vice President, Investments

Mariner

Chris McLeod

Chris McLeod, AIF®

Vice President, Trading Operations

Mariner

Tax

Ryan Drake

Ryan Drake, CPA

Director, Tax Planning & Preparation

Mariner

Estate Planning

Scott Luhnau

Scott Luhnau, JD, CTFA®

Vice President, Multi-Generational Wealth Planning

Mariner

Client Service

Lacey Knox

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/.