Meet Our Wealth Management Team

Matthew Luckham, CFP®

CEO & Financial Advisor

Matt joined Wealth Manager Group in 2005, became a partner in 2015, and assumed the role of Chief Executive Officer in 2019. With more than 20 years of experience advising high‑net‑worth families, he specializes in advanced wealth management, multi‑generational planning, and guiding clients through the complexities of succession and legacy transfer.

As a Certified Financial Planner™ professional who has passed the Series 7, 24, and 66 examinations and maintains his insurance license, Matt is committed to the fiduciary standard and to delivering advice grounded in technical expertise, integrity, and long‑term stewardship.

In his advisory work, Matt focuses on helping affluent families manage significant wealth with clarity and confidence, whether that involves tax‑efficient portfolio strategies, coordinating estate planning, or preparing the next generation to inherit and manage family assets. He frequently works with parents and their adult children to foster smooth transitions, shared understanding, and continuity of family values and financial decision‑making.

Matt works with high‑net‑worth households across the country, with a strong concentration in San Diego, New York, Los Angeles, and other major US cities.

A native San Diegan, Matt graduated with Honors from Northwestern University in Evanston, Illinois. His interest in investing began during an internship with a wealth management team at a major financial institution. Today, he lives in Del Sur with his wife, Casey, and their children, Mason and Harper. Outside of work, Matt enjoys golf, pickleball, reading, cooking, watching Jeopardy!, and exploring new wines.

Joe Stenovec, MS, CFP®

Senior Financial Advisor

Joe’s planning approach is fully comprehensive. He reviews clients’ insurance coverage, estate planning documents, tax strategies, and investment portfolios to promote alignment and optimization across every part of their financial life. He keeps clients organized, conducts ongoing reviews, and proactively identifies opportunities to strengthen their financial well‑being. Known for his accountability‑driven style, Joe encourages clients to complete key action items and addresses issues as soon as they arise. Many clients rely on him as their first point of contact for financial questions, something he considers one of the most meaningful aspects of his work.

While Joe primarily serves high‑income professionals throughout San Diego and nationwide, he also advises retirees and high‑net‑worth families who value his structured planning process, practical guidance, and long‑term perspective.

A native of San Diego, Joe graduated from San Diego State University with a degree in corporate finance. Outside the office, his life revolves around his three sons, whether they’re playing sports, heading to the beach, or enjoying time outdoors. When he can, Joe sneaks in a round of golf with friends, and he and his wife, Lindsay, love exploring local breweries and wineries together.

Victoria Luntzel

BUSINESS AND OPERATIONS MANAGER

Victoria (Vicki) joined Wealth Manager Group in December 2024. Vicki earned her Bachelors in Organizational Leadership from Chapman University and has been in the financial services industry for over 20 years. The tenure of her career as a licensed financial advisor was mainly in the banking industry.

Throughout the ever-changing investment climate, she consistently puts clients' needs at the forefront, ensuring they receive the best possible service. Her background in operations, compliance, and training provides her with a wealth of industry experience, which she brings to her role as Business and Operations Manager.

Vicki has lived abroad and has traveled extensively. She loves experiencing new places, cultures and food! When not working she likes to cook, read, travel, go to the theater, local wineries and bistros. She has a large extended family and loves spending time cheering on her nieces and nephews’ at their sporting events.

Cori Nichols

Client Services & Marketing

Cori joined Wealth Manager Group in December 2024, offering valuable support to both advisors and clients.  In her role as Client Service Manager, she aids advisors in helping clients reach their financial goals and plan for their future.  Cori coordinates client meetings, prepares office communications, addresses client needs, coordinates firm events and assists with the firm’s marketing. 

Cori earned her Bachelor’s Degree in Law & Society from UC Santa Barbara and spent 13 years in insurance before spending 12 years as a business owner. She utilizes both her education and experience in her role at Wealth Manager Group and looks forward to continuing her work with clients and advisors. 

Outside of the office, Cori enjoys crafting, photography, home improvement projects, exercising and reading. She also loves spending time with her husband, two sons, her dog, Jax and her cat, Gia. 

*Not Registered to Offer Securities.