Meet our expert team

Our experienced professionals are committed to delivering trusted financial guidance and exceptional service.

  • Jeremy Matthews, CEO and founder

    Jeremy Matthews

    CEO & Founder

  • Sophia Bennett, accounting manager

    Sophia Bennett

    Accounting manager

  • John Carter, accounting manager

    John Carter

    Accounting manager

  • Matt Cannon, auditor

    Matt Cannon

    Auditor

  • Jenny Putnam, general counter

    Jenny Putnam

    General counter

  • Patrick Meyer, general counter

    Patrick Meyer

    General counter