LEAWOOD, Kan., Jan. 26, 2015 /PRNewswire/ -- Mariner Holdings, an independent financial services firm and the parent company of Mariner Wealth Advisors and Montage Investments, today announced the expansion of its tax advisory affiliate, Mariner Consulting, into the Kansas City area. The firm has hired Scott A. Voss, CPA, to lead the local expansion efforts, as well as Ryan Drake, tax senior, and Megan Deay, staff member.
Established in Tulsa, Oklahoma, in July 2014, Mariner Consulting's services include identifying and analyzing clients' tax-saving opportunities, assisting with tax resolutions and developing tax-saving strategies for clients. Since its inception, the firm has hired more than 20 tax professionals to support its rapid growth.
Voss and his team are Mariner Consulting's latest hires and the first to be located at Mariner Holdings' Leawood, Kansas, headquarters. An industry veteran with more than two decades of tax experience, Voss will lead the team in driving the strategy and service of high-net-worth clients, with a focus on personal, fiduciary, S-Corporation, partnership, private foundation and gift tax returns. Voss joins the firm from RubinBrown, LLP, where he was a partner. His past experience also includes leadership roles at PricewaterhouseCoopers, KPMG, Embarq Corporation and Compass Minerals International.
"We are thrilled to welcome Scott and his team to the firm," said Robert (Bob) Soza, CPA, managing partner of Mariner Consulting. "Scott's extensive experience and qualifications make him an ideal fit to lead our Leawood expansion. With Ryan Drake and Megan Deay at his side, he is supported leading tax professionals. I am confident that Scott and this talented team will continue to deliver exceptional service to our clients for many years."
The launch and rapid growth of Mariner Consulting is the latest in a series of initiatives Mariner Holdings has undertaken to further its goal of delivering a wide range of solutions to support Mariner Wealth Advisors' clients and advisors. The firm's most recent initiative has been to bolster its suite of services so advisors have access to diverse resources and expertise to help ensure every aspect of a client's financial life is taken care of.
According to Martin C. Bicknell, the firm's chief executive officer, "At Mariner, we remain focused on supporting advisors with industry-leading resources and a broad scope of services so they, in turn, can help clients through every aspect of planning for their financial future. Our platform allows our advisors to quickly and efficiently access a wide range of leading services to meet the unique needs of each client. The launch of Mariner Consulting added another piece to the puzzle – trusted tax advice and guidance. I welcome Scott and his team as Mariner Consulting's newest professionals, and I look forward to supporting them as they deliver for clients."
In addition to the tax advisory services of Mariner Consulting, Mariner's capabilities include a platform for serving emerging affluent clients, trust and estate planning through Mariner Trust Company, insurance consulting through Mariner Insurance Resources, 401(k) advisory services through Mariner Retirement Advisors, and investment banking, valuation advisory and forensic accounting support through Allied Business Group.
About Mariner Holdings
Mariner Holdings is a rapidly growing and award-winning independent financial services firm focusing on wealth and asset management through its two subsidiaries: Mariner Wealth Advisors and Montage Investments.
Visit www.mariner-holdings.com for more information.
About Mariner Consulting
Mariner Consulting focuses on meeting the specific tax needs of high-net-worth families, senior executives, entrepreneurs and privately held companies. Through its team of professionals with decades of tax experience, Mariner Consulting provides proactive, creative tax consulting services and year-round tax planning for clients. The team's approach is to identify and analyze a client's tax-savings opportunities by assisting with tax resolutions and the development of tax-saving strategies tailored to the specific goals of each client.
Visit www.mariner-consulting.com for more information.
About Mariner Wealth Advisors
Mariner Wealth Advisors is an independent, national wealth advisory firm that provides unbiased financial advice focused on meeting client needs. Mariner's expert wealth advisory teams strive to help clients achieve and maintain financial peace of mind – preserving the wealth they have created and building a legacy for future generations of family and business leaders. The firm was nationally ranked #2 on Barron's list of Top Independent Wealth Advisors in both 2013 and 2014,* and its wealth advisory services include:
- Financial planning
- Investment advisory services
- Multi-generational wealth planning
- Risk management
- Executive compensation planning
- Business succession planning
- Family office services
- Retirement planning services
- Insurance consulting
Visit www.marinerwealthadvisors.com for more information.
* Barron's ranked CEO Martin C. Bicknell and the teams at Mariner the #2 independent wealth advisor nationally in 2013 and 2014. Barron's also ranked Bicknell the #1 advisor in the state of Kansas for 2009, 2010, 2011, 2012 and 2013. The Barron's recognitions are based upon information compiled using data for Mariner Holdings, a global financial services firm that owns and manages both Mariner Wealth Advisors and its affiliate, Montage Investments, an independent asset management firm.
SOURCE Mariner Holdings