MST Financial
Private Wealth Advisors
Thomas A Miller CFP®, ChFC®, CASL®, CLU®, RICP®
Private Wealth Advisor
ROLE
Wealth Management Advisor and Founding Partner of MST.
AREA OF FOCUS
As a Certified Financial Planner® professional, Thomas provides a comprehensive blueprint to coordinate clients’ Risk Management and Wealth Accumulation goals. The financial plan combines proper guidance and recommendations to protect their families and businesses; aligning their investments with the goals that are most important to them at any point in their planning journey.
WHEN TOM’S NOT FINANCIAL PLANNING
He enjoys spending time with family and friends. He is married to Kathy, and they have two teenage daughters. Thomas and Kathy have been busy the last 10 years or so attending their daughters’ sporting events all over the western United States. Thomas loves listening to music and most recently Thomas and his family started playing golf together.
AWARDS/SPECIAL ACHIEVEMENTS
Thomas obtained his designation as a Certified Financial Planner, Retirement Income Certified Professional, Chartered Financial Consultant, Chartered Life Underwriter and Chartered Advisor Senior Living through the American College.
EDUCATION
Bachelor of Arts, California State University, Long Beach
If not today, then when?
- Thomas Miller
Chad A Shaw CFP®, CLU®, AEP®, ChFC®
Private Wealth Advisor
ROLE
Wealth Management Advisor and Founding Partner of MST.
AREA OF FOCUS
Chad and his team are passionate about helping world-class people and businesses to create, implement, and maintain world-class plans and strategies. The clients his team enjoy serving often have big hearts, care a lot about their families, businesses, and futures. These folks value their time, value expert advice, are heavily taxed, have complicated planning landscapes to navigate, and want to get the most “juice for the squeeze” out of their efforts.
WHEN CHAD’S NOT FINANCIAL PLANNING
Chad lives in Newport Beach, CA, and enjoys spending time on the golf course, traveling the world, being active, and trying to entertain his energetic Boston Terrier, Leo. Chad is also a lifelong learner and enjoys such programs as Anthony Robbins events, Landmark Worldwide, Core Mastermind. Chad thoroughly enjoys coaching, mentoring, and speaking to individuals and offices around the country, as well as engaging with coaches and mentors in multiple areas of his own personal life.
AWARDS/SPECIAL ACHIEVEMENTS
Chad obtained his designation as a Certified Financial Planner, Chartered Financial Consultant, Chartered Life Underwriter and Accredited Estate Planner. Chad was awarded the Northwestern Mutual Forum Qualifier(5x), recognizing an elite group of the 7,000+ Northwestern Mutual advisors across the country. Chad is also a Million Dollar Round Table Qualifier(8x), Million Dollar Round Table- Court of the Table(2x), and Million Dollar Round Table- Top of the Table(1x), recognizing top financial services professionals, worldwide.
EDUCATION
Bachelor’s in Finance, State University of New York College at Brockport
ROLE
Wealth Management Advisor and Founding Partner of MST.
AREA OF FOCUS
As a Certified Financial Planner® professional, Henry focuses on holistic wealth management strategies for his clients. With the understanding that his clients each have unique goals and visions for their future, the MST Financial team crafts a plan to align with those goals. The plan is ever evolving and assists in shaping the tools utilized that lead to long-term planning efficiency.
WHEN HENRY’S NOT FINANCIAL PLANNING
Henry is a proud father and husband. Henry’s family of 3 (and 2 dogs) enjoy being outdoors, traveling, movies, and spending quality time making memories together.
AWARDS/SPECIAL ACHIEVEMENTS
Henry’s obtained his designation as a Certified Financial Planner through American College.
EDUCATION
Bachelor’s in Finance and Legal Studies, Bloomsburg University of Pennsylvania
About Me
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Designations
Planning Team
ROLE
Lead Research Analyst
AREA OF FOCUS
Ethan specializes in portfolio analysis and construction, investment trades and investment product solutions.
WHEN ETHAN’S NOT WORKING
Ethan enjoys working out, playing golf, and rooting for the Kansas City Chiefs.
AWARDS/SPECIAL ACHIEVEMENTS
Ethan holds his Series 7 and 63 licenses, as well as the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations. He is a member of the CFA Institute and the CFA Society of Orange County.
EDUCATION
Bachelor’s in Marketing, Northwest Missouri State University
ROLE
Financial Planning Associate
AREA OF FOCUS
Mackenzie develops and researches all pertinent information as a basis for a comprehensive written financial plan that includes investment and risk strategies for MST Financial clients.
WHEN MACKENZIE’S NOT WORKING
In Mackenzie’s downtime, she really likes jogging on the beach, dancing, and spending time her friends and family.
AWARDS/SPECIAL ACHIEVEMENTS
Mackenzie holds her California Life & Health Insurance and Series 7 licenses.
EDUCATION
Bachelor’s in Business Finance, California State University, Fullerton
ROLE
Service Coordinator
AREA OF FOCUS
Niki’s role is to provide an additional analysis of clients’ asset portfolios specifically with a tax focus. She is a liaison between client’s accountants and/or CPAs and our team. Helping build strong relationships to ensure the clients’ service teams are all in alignment.
WHEN NIKI’S NOT WORKING
Niki enjoys staying active, working out and teaching people about nutrition. Niki loves spending time with her family and her 4 dogs.
EDUCATION
Bachelor’s in Business Accounting, California State University, Long Beach
ROLE
Investment Operations Associate
AREA OF FOCUS
Matthias manages the investment account on-boarding process, analytical reports, supplemental analysis, and information gathering to aid investment decisions for high net-worth clients.
WHEN MATTHIAS' NOT WORKING
Matthias enjoys spending time with his wife and young son going places like the zoo, Disneyland, and going on walks at the park. He also enjoys lifting weights, playing spikeball, and playing basketball.
EDUCATION
Bachelor’s in Business Management, California State University, Fullerton
Blake Naylor
Investment Operations Associate
Role
Investment Operations Associate
Areas of Focus
Blake manages the investment account on-boarding process, analytical reports, supplemental analysis, and information gathering to aid investment decisions for high net-worth clients.
When Blake’s Not Working
Blake enjoys spending time with his wife and three children. They can often be found on the soccer field, in the rock-climbing gym, or at the dance studio. He also enjoys watching Dodgers baseball, playing ice hockey, and going backpacking.
Awards/Special Achievements
Blake holds his Series 7 and 66 licenses.
Education
Bachelors in Business Administration, University of Southern California
Master’s in Business Administration, University of Illinois Urbana-Champaign
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Executive Team
ROLE
Chief Operations Officer
AREA OF FOCUS
With over a decade of experience in corporate finance and a passion for people, LeAnn’s focus is fostering our culture and ensuring we make a powerful impact on our clients’ lives. She has streamlined operations and developed best-in-class service models across industry, rooted in the belief that a rising tide lifts all boats. LeAnn oversees our day-to-day business operations and is a strategic member of the leadership team.
WHEN LEANN’S NOT WORKING
You can find LeAnn boating with her husband and young daughter, camping on Catalina Island, finding the best new LA eats, and, when needed, recharging in the Nicaraguan jungle. She loves vegan comfort food, fashion, rainy days in Southern California, and cheering on The Ohio State Buckeyes.
ROLE
Operations Manager
AREA OF FOCUS
Ashley’s role is to ensure MST operations run smoothly and drive efficiencies within MST Financial. Ashley assists with scheduling appointments with her team and in directing any customer service inquiries to the right team member. She also assists in producing client appreciation events and seminars throughout the year.
WHEN ASHLEY’S NOT WORKING
Ashley moved to the west coast from Maryland in 2020, so Ashley and her husband like to explore the area any chance they get. She also enjoys photography, reading, traveling, and watching lacrosse and hockey games.
EDUCATION
Bachelor’s in Integrated Arts, University of Baltimore
About Me
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