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Est. 2026The front page of wealth managementNew York

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Roger Shake

Partner at Mather GroupPlano, Texas

At a glance

Roger Shake joined Mather Group from Legacy Consulting Group as partner (our reporting, October 10, 2026). 2 stories in our coverage name them, from October 9, 2026 to October 10, 2026.

Firm
Mather Group
Role
Partner
Location
Plano, Texas
In our coverage
2 stories

The record

  1. Joined Mather Group from Legacy Consulting Group as partner

    Mather Group and AlphaCore each add $400 million-plus RIAs in Texas and Delaware Financial ADVSR

Also in the news

  1. Mather Group adds Plano firm as RIA moves span Tennessee, Ohio and FloridaFinancial ADVSR

How this page is built

Every line on this page comes from a story that names Roger Shake: our own reporting or a news item on our wire, each linked above. Titles, firms, team names and asset figures are shown as those stories reported them on the date shown, and assets are the team’s as reported, not verified figures. We don’t add ages, photos, credentials or anything a cited story doesn’t say. Profiles with fewer than 2 stories aren’t listed in search engines until more coverage builds. This is news coverage, not an endorsement or a recommendation of any advisor.

Last updated October 10, 2026. All people in our coverage →