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 20 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, MS, CFP®

Financial Advisor

Joe began his career in 2007 when he started educating financial advisors on various investment products and strategies. 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. As an advisor, 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 interests. 

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. 

Outside of the office, Joe’s life is largely consumed by his three sons. 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 Lindsay also love experiencing 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.