Wealth Advisors

With an extensive finance and investment background, Mr. Seneca is a true veteran in the field. His career began with two prestigious institutions, Goldman Sachs and Deutsche Bank, in which he performed due diligence and developed financial valuation models for IPO, M&A, and private equity transactions. As a Director of Corporate Development with Sprint Nextel, he successfully executed hundreds of millions of dollars in M&A and investments. Mr. Seneca also served as president of a 1,000-acre golf course real estate development, which received national recognition.With a Bachelor of Arts in economics from Brigham Young University and an MBA from Columbia Business School, Mr. Seneca is highly qualified and knowledgeable in his field. He also enjoys golfing and is fluent in Spanish.

Matthew has almost 20 years of experience working in the personal financial services industry, working previously for such companies as Ameriprise Financial, Morgan Stanley, and Edelman Financial. Matthew has worked directly with clients as a financial advisor, and behind the scenes as both an analyst and Operations Director/COO. Matthew grew up in the Northern Virginia area, and attended George Mason University, where he received his BA in Economics. Matthew spends his time outside the office with his wife, daughter, and two dogs Arya (shepard mix) and Nymeria (leonberger mix). Matthew loves to travel, attend live music events, and snowboarding.