A Wealth of Experience and professional capabilities

Together, CJ and Matt have more than 30 years of financial industry experience and have firsthand knowledge of navigating a diverse range of market conditions and economic environments, including the 2008 financial crisis and the COVID-19 pandemic. In fact, it is during these difficult situations in life where we believe they do their best work, providing our clients with steady, sure-handed guidance at a time when they are counting on us most.

CJ and Matt are also both Certified Financial Planner professionals. Not all financial planners are “certified.” Individuals certified by the CFP Board have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP® certification process that includes demanding education, examination, experience and ethical requirements.

CJ is also a Certified Private Wealth Advisor®, an advanced credential specifically for wealth managers working with high-net-worth clients with the goals of mitigating taxes, monetizing assets and transferring wealth.

In addition, Matt is a Certified Investment Management AnalystSM. That means you’re working with someone who understands the financial complexities and risks that come with being in the highest tax bracket, is well-versed in modern concepts of investment advice and, perhaps most important, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be.

The bottom line is that there is simply no substitute for the professional experience, credentials and capabilities that our team bring to you, your family and your financial well-being.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.

Our objective is to be a trusted resource for the select group of clients we serve – so they can continue to rely on us.