Meet the Team

You always have support

Partnered with Mariner, our in-house team offers the expertise you need for a successful planning experience: tax efficiency, investment strategies and retirement planning. Through the varied backgrounds and years of experience in each of their fields, our team collaborates to offer you a more comprehensive, integrated wealth plan. Our back-office staff is seasoned in the nitty-gritty business functions like compliance and IT so that we can spend more time focusing on you and not your paperwork.

Matt Wallen

Matt Wallen

Founder

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Matt is the founder of Confluence Wealth Management. His blend of over a decade of experience and years of training helps him guide clients across the finish line with confidence. How? By listening, understanding and explaining even the most complex concepts in a simple, straightforward way that connects with clients. His expertise working with high-net-worth clients and their advisor teams results in well considered retirement and estate plans with a focus on tax efficiency and creditor protection.

Prior to founding Confluence Wealth Management, Matt spent 13 years as an advisor with Northwestern Mutual. He earned his bachelor’s degree in mathematics from Binghamton University in 2006. In addition, Matt is a Chartered Financial Analyst (CFA®), a Certified Financial Planner™ (CFP) professional and a Chartered Life Underwriter (CLU), representing the significant time he’s invested in understanding the areas of investment management, financial planning and insurance planning.

Portfolio Management & Consulting

Tim Baumert

Tim Baumert

Managing Consultant, Independent Portfolio Management and Consulting, Mariner

Tim is a managing consultant of independent portfolio management and consulting at Mariner. His team centered approach to his role is aimed at boosting productivity and delivering the highest level of service to advisors and their clients. His goal is to consistently refine and improve the investing experience.

Tim has spent nearly three decades in the financial services industry, including serving as an investment officer with two public pension funds. His history with portfolio management and trading and project management across industrial channels further deepens his breadth of expertise.

Tim’s interests include playing basketball, fishing with his brothers and spending time with his family and Labrador retriever.

Chris McLeod, AIF®

Chris McLeod, AIF®

Senior Consultant, Independent Portfolio Management and Consulting, Mariner

Chris is a senior consultant of independent portfolio management and consulting at Mariner. In this role, Chris offers trading and investment support to advisors. A key administrative resource, he is responsible for entering trades as well as general portfolio administration. Additionally, he specializes in providing trade reconciliation and research support to the team.

Prior to joining Mariner, Chris spent nine years at State Street Bank, where he worked on the money market and fixed income team. While there, he managed a group of analysts responsible for valuing more than 180 funds daily.

Chris lives in the Sacramento, California, area. He enjoys watching any Bay Area sporting event and is an avid San Francisco Giants, Golden State Warriors and San Francisco 49ers fan.

John Lischer, CAIA, CIMA®

John Lischer, CAIA, CIMA®

Senior Consultant, Independent Portfolio Management and Consulting, Mariner

John is a senior consultant of independent portfolio management and consulting at Mariner. In this role, he leads a consulting team to support independent advisors in creating model portfolios and investment strategies.

Over the course of his career at Mariner, John has taken on key roles within the firm’s research and consulting teams, contributing to the growth and success of its advisory services. Before joining the firm, he worked at Charles Schwab as a financial consultant partner and was a product manager at Principal Financial Group.

John currently resides in Cameron Park, California. When he is not reading up on investments or foiling the mischievous plans of his two cats, he enjoys going to the beach, weightlifting and playing ice hockey.

Chris lives in the Sacramento, California, area. He enjoys watching any Bay Area sporting event and is an avid San Francisco Giants, Golden State Warriors and San Francisco 49ers fan. 

Aderemi Adeyemo

Aderemi Adeyemo

Consultant, Independent Portfolio Management and Consulting, Mariner

Aderemi Adeyemo is a consultant of independent portfolio management and consulting at Mariner. He is responsible for the implementation and management of investment models at the portfolio level as well as delivering a first-rate investment management experience to advisors and their clients.

Prior to joining Mariner, Aderemi was an investment management associate for a global wealth management firm working with financial advisors managing portfolios for institutions, high-net-worth families, endowments and foundations. He also worked with an Australia-based industry market research firm providing economic insights on commodities, goods and services to C-suite executives.

Aderemi is an active arbitrator for FINRA, where he serves the investment public by resolving security-related disputes. He is also a CFA® Program participant.

Before entering the financial services industry, Aderemi was a certified emergency medical technician and rode along with American Medical Response and the Los Angeles County Fire Department.

Client Services

Lacey Knox

Lacey Knox

Senior Client Service Associate, Mariner

Lacey Knox is a Senior Client Service Associate at Mariner. She is responsible for helping her team implement wealth and investment strategies for clients.

Prior to working for Mariner, Lacey worked for Wachovia Securities, Wells Fargo Advisors and Morgan Stanley. Lacey has over a decade of experience in the wealth management field and has supported high net worth Advisors.

Away from the office, Lacey enjoys spending time with her husband, three teenagers and dog. They like going to the cabin, traveling, and attending concerts.

The Mariner associates listed are not employees of Confluence Wealth Management. 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/ 

Contact Us

(617) 535-3318

Fort Mill, SC

M-F: 8 a.m. – 5 p.m., S-S: Closed

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