Matt joined Wealth Manager Group in 2005, became a partner in 2015, and assumed the role of Chief Executive Officer in 2019. With over 15 years of wealth management experience, Matt holds Series 7, 24 and 66 examinations and is a licensed insurance agent. In addition, he is a proud holder of the CERTIFIED FINANCIAL PLANNER™ designation which adheres him to uphold the fiduciary standard and exemplifies his commitment to the industry’s highest measures of integrity and professionalism.
In addition to overseeing the business side of the firm as CEO, Matt works directly with our diverse client base as a financial advisor. Matt feels that his career is so rewarding because he has the opportunity to help so many people make informed and empowered decisions in their financial lives.
Matt graduated with Honors from Northwestern University in Evanston, Illinois. While studying at Northwestern, an internship with a wealth management team at a large financial institution sparked his interest in investing. A native San Diegan, Matt resides in Del Sur with his wife, Casey, and their children, Mason and Harper. In his free time, he likes playing golf and pickleball. Matt also enjoys reading, watching Jeopardy!, drinking wine and cooking.
Joe joined Wealth Manager Group in 2020, bringing with him over 10 years of financial services experience. He began his career educating financial advisors on various investment strategies in products while he was working in the back office of a large broker-dealer. In 2013, he left to become a financial advisor. Joe has always enjoyed helping people and has had a passion for investing, financial markets and personal finance since a young age. That’s why today he continuously works to help people navigate the complexities of financial life management and achieve their financial goals.
In his role, Joe helps his clients keep their finances organized, conducts regular reviews of their investments, and looks for opportunities to improve their financial well-being. An advocate for accountability, Joe asks that his clients complete action items through proactive planning and outreach when he sees something that needs to be addressed. One of the best parts of his job is when clients express that he is their first point of contact when they or their spouse has a financial question. At the end of the day, Joe’s clients understand the value he brings to their circumstances and that he is always and truly looking out for their best interest.
A native of San Diego, Joe graduated from San Diego State University with a degree in corporate finance. He is also a CERTIFIED FINANCIAL PLANNER™ and has completed his Master’s in Personal Financial Planning. Joe is Series 7 and 66 licensed and California Life and Health registered. With his vast experience, Joe looks forward to applying both his knowledge of the industry and his ability to connect well with people to the lives of our WMG clients.
Outside of the office, Joe’s life is largely consumed by his three boys, ages 7, 3 and 8 months. He spends time coaching his oldest son’s tee-ball team on Sundays and on Saturdays, their focus is on the soccer field. If Joe and his family are not playing or enjoying sports, they’re going to the beach or he may sneak in a round of golf with some friends. He and his wife also love experiencing local breweries and wineries together.
Hannah joined Wealth Manager Group in July 2018 and provides support to the advisors at the firm. She experiences firsthand what they do to really help our clients achieve their financial goals and prepare for their futures. As a Client Service Manager, Hannah schedules meetings, assists with client concerns, and addresses compliance issues when needed. She also assists with insurance processing and event planning.
Hannah earned her Bachelor’s Degree in Communications from Rhode Island College and spent 20 years working in customer relations. She utilizes both her education and experience in her role at Wealth Manager Group and looks forward to continuing her work with both clients and advisors.
Outside of the office, Hannah enjoys painting, drawing, and reading. She also loves spending time with her puppy, Izzy.
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Nina joined Wealth Manager Group in 2020 as a Registered Associate, supporting both operations and Advisors. She currently holds SIE, Series 7, and 66 examinations and is a licensed insurance agent. During her time at here, she also obtained the CERTIFIED FINANCIAL PLANNER™ designation and continues to stay knowledgeable on the constantly changing industry. Nina also attended San Diego State University where she graduated with a Bachelor’s in Economics and Minor in English Literature.
Having grown up in an immigrant family, Nina saw how important it was to set financial goals and plan for the unexpected. She has personally experienced the constraints that came with lack of planning and having to pass up opportunities, so her passion for the industry stems from helping her family. She hopes to create opportunities for all families and individuals who need help navigating their financial goals.
A true native San Diegan, Nina enjoys the beach, the desert and the mountains! Outside of the office, you can find her reading, swimming, camping or climbing somewhere beautiful. She likes to share these hobbies with her Fiance, Bruce and their fur babies, Kit the Cat and Kumo the Chow!