Broker Check

Our Team

Matt Jelnicky, CPA, CFP®, Founder

(704) 552-8488

matt.jelnicky@lpl.com

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...

Read more

Deborah Sweeney

Executive Assistant

(704) 552-8488

deborah.sweeney@lpl.com

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...
Read more