People Moves

Mariner Holdings Expands Tax Advisory Affiliate In Kansas

Eliane Chavagnon Editor - Family Wealth Report January 27, 2015

Mariner Holdings Expands Tax Advisory Affiliate In Kansas

Mariner Holdings, an independent financial services firm and the parent company of Mariner Wealth Advisors and Montage Investments, has expanded its tax advisory affiliate, Mariner Consulting, into the Kansas City area.

Mariner Holdings, an independent financial services firm and the parent company of Mariner Wealth Advisors and Montage Investments, has expanded its tax advisory affiliate, Mariner Consulting, into the Kansas City area.

The firm has hired Scott Voss to lead the local expansion as well as Ryan Drake, tax senior, and Megan Deay, staff member. They will be based in Mariner Holdings’ Leawood, KS, headquarters.

Voss was previously a partner at RubinBrown and has also held leadership roles at PricewaterhouseCoopers, KPMG, Embarq Corporation and Compass Minerals International.

Mariner firm said the November 2014 launch in Tulsa and subsequent growth of Mariner Consulting is the latest in a series of initiatives Mariner Holdings has undertaken to support Mariner Wealth Advisors’ clients and advisors. 

Besides 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.

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