Our Team
Matt Jelnicky, CPA, CFP®, Founder
Matt is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER™ Professional which allows him to help his clients plan financially for every phase of their lives. He holds a Master's Degree in Taxation from Long Island...
Deborah Sweeney
Executive Assistant
Deborah is an LPL registered administrative assistant and holds a bachelor's degree in accounting from the University of North Carolina at Charlotte. Since 2000, she has been engaged in the financial services industry in various...
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