Our Team

The Money Matters team of coaches have a combined financial planning expertise of more than 60 years. It was founded with the express desire for providing balanced financial solutions, one person at a time.

We truly believe that it's not what you make, but what you keep that counts. Which is best interpreted by our mission statement.

The quest for this mission was started almost 32 years ago by our founder and CEO and still remains the driving force of our entire team. We feel it our life's duty to cut through all of the obstacles and jargons that have left people in the dark when it comes to the financial arena. We lay out clear concise plans for the accomplishment of YOUR financial goals in layman's terms and in executable format.

We aren't looking for customers, we're looking for people who are looking for a relationship with a financial coach.