The Team

Corporate Executive Financial Group
Do you worry that inflation, taxes or other unforeseen factors may diminish your hard-earned assets? Using our exclusive Confident Retirement® approach, we provide personalized recommendations for asset management strategies, proper insurance coverage and solutions for long-term care costs. We also offer estate planning strategies that can help mitigate the effects of taxes and exit and succession strategies from businesses. Our practice is dedicated to helping clients feel more confident about preserving their wealth so they can be free to live life brilliantly.

Our Advisors

Nick Dematteis

Nick Dematteis

Financial Advisor

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Designations

CRPC®

Top Areas of Focus

  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies
  • Women's Financial Strategies

Education

B.S. Finance, Fordham University, New York NY
CA Insurance #0M83489

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Kyle Tietjen

Financial Advisor

Matthew Ricks

Matthew Ricks

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Family Finances
  • Intergenerational Planning
  • Executive Compensation and Benefit Strategies

Education

Master of Business Administration, NYU Stern School of Business, New York, NY 2009-2011, Bachelor of Science, Finance, The Pennsylvania State University, University Park, PA 2001-2005

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Our Staff

Steven Mako

Client Service Associate

Financial Planning Analyst

Daniel Levat

Client Service Associate

Financial Planning Analyst

Seamus Nelson

Client Service Associate

Craig Archibald

Client Service Associate