Meet The Team

Matt Fee

Founder and CEO

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Matt has the rare combination of being a owner of a Financial Advisory Firm along with being a dual licensed Certified Financial Adviser and a California Real Estate Broker since 1992.  Matt holds a B.S. in Business Administration with a dual major in Finance and Real Estate.  He has passed the Series 65 North American Securities Administrators Uniform Investment Advisor Law Examination. He is an avid mountain biker, jet skier, footballer, and golfer. He enjoys spending time with his family and friends.

Jacqueline Fee

Internal Mortgage Consultant

 

Jacqueline graduated Magna Cum Laude with a B.S. in Business Administration majoring in Finance. She was one of the original team members of Mortgage Capital Associates helping that firm grow to one of the largest mortgage banking firms in the United States circa 2010. Her  department closed over 1 billion dollars in loans in one year. She is our internal go to person for advanced mortgage analytics. In her spare time she enjoys making pasta from scratch with ingredients imported from Italy and spending time with her family and dog Milo.

Ryan Fee

AI Consultant

 

Ryan has graduated Chaminade High School with honors and distinction. Ryan was accepted into Swarthmore Economics program where he is continuing his research on AI's future role in Finance. In his spare time at Swarthmore he pitches for the NCAA Baseball team. He is also SAG eligible.

Rachel Fee

Social Media Coordinator

 

Rachel graduated from Chaminade High School with Honor and Distinction. She than graduated from UCSB and was on the dance team for 4 years, as well as being the captain of the self-coached team. Under her leadership, the team won the State of California in Pom at UDA and placed second in the United States. Also, she was chair of the social media dance platform and under her command the Dance Team social media platform received the most hits ever for any sports team in UCSB college history. Rachel works for SR99 Advisors as an independent contractor as our social media coordinator and serves as community outreach liaison.