Meet The Team

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 concentration 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 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.

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 graduated  Chaminade high school with Honors and Distinction. She graduated from UCSB with honors 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 Palm Dance at UDA and placed second in the United States. Also, she built the social media platform for the Dance Team and got the most hits ever for any UCSB sports team. She works for SR99 Advisors as an independent contractor for our social media platforms and is the community outreach coordinator. 

Sean graduated from Cal Poly San Luis Obispo with a B.S. in Accounting. Sean has passed the Series 65 North American Administrators Law Examination. Sean enjoys drag racing over the years especially with his Dodge Viper. He also is an avid mountain biker and rides over 25 miles a week.