Wealth Planning That Is Right for You

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 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 Stenovec, CFP®

Financial Advisor

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 Cook

Client Service Manager

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. 

*Not Registered to Offer Securities Through Royal Alliance Associates, Inc.

Nina Duprat

Registered Associate

Nina is a strong believer that financial planning is an entitlement that everyone should have access to, not just a privilege. Having grown up in an immigrant family and as a first-generation American, she saw how important it was to set financial goals and plan for the unexpected. Nina experienced the constraints that came with lack of planning and having to pass up opportunities - both encounters that she hopes to help families and individuals avoid or plan for. Her passion for the industry stems from helping her family, which is why Nina wants to continue learning and improving her proficiency in the space to create opportunities for those in need of financial literacy and understanding. 

Nina graduated from San Diego State University with her Bachelor’s degree in Economics and a minor in English. While in school, she interned at a Fortune 500 Financial Services firm and went on to join their financial advisor career development program. It was during this time that Nina received her Series 66 and 7 licenses and in 2020, joined WMG as a registered associate. She is currently studying to receive her CFP® designation.

When Nina is not in the office, she considers herself a rock climbing yogi who enjoys exploring new restaurants and micro-breweries. She is also the lucky dog mom of two, Kumo and Koda. Together, they enjoy taking weekend camping trips and hiking as many trails as possible.