With over 20 years of experience in wealth management, Matt began his journey in 2005 with A.G. Edwards & Sons, Inc. Prior to relocating his family to Illinois in 2019, he managed the Anaheim, Brea, and Manhattan Beach offices of Wells Fargo Advisors in southern California. He also consulted more than 500 Financial Advisors and teams across the region, honing his expertise in serving high-net-worth families with complex financial needs.

Today, Matt is part of a collaborate team of Financial Advisors including Andrew Grahn, Dan Cunningham, Chris Considine, and Craig Cunningham. Drawing from his experience in consulting, he has tailored his practice to serve a select number of business owners and professionals, enabling him to devote ample time to each family’s unique financial situation. This specialized approach is particularly beneficial for those with intricate tax* and estate concerns. His clientele extends across the country, from California to Florida.

Outside of the office, Matt and his wife Joslyn volunteer as pro bono taxi drivers, transporting their 5 children to various school, sports, and social events. The family also has a black poodle, Shadow, who enjoys eating and running in circles. When time allows, Matt enjoys pickleball, golf, and moderate levels of exercise. Matt invites you to schedule an in person or Zoom meeting to explore if he can be of service to your family.

*Wells Fargo Advisors Financial Network is not a tax or legal advisor.

CA Insurance License #0K66367.  Resident State IL.

Background and experience

Kala is a dedicated wealth management associate where she ensures seamless day-to-day operations for both clients and advisors. With keen attention to detail and a client-first mindset, she manages critical administrative tasks, including account openings, facilitates money movements, prepares client review documents, and handles a variety of administrative tasks to support the firm.

Clients and advisors alike trust Kala’s reliability and efficiency, knowing that she will follow through on every task with precision and care. Her proactive approach and strong problem-solving skills help create a seamless experience, giving clients confidence that their financial needs are being handled with professionalism and accuracy. Kala takes pride in building strong relationships and ensuring that every client interaction is met with the highest level of service. Her efficiency and commitment to help provide a smooth and reliable experience for clients, allowing them to focus on their financial goals with confidence.

Away from the office

Kala is a committed family person with a love for the outdoors, sports, and personal growth. A proud parent of two, Kala enjoys cheering on her 9-year-old son Remington in travel baseball and supporting her 16-year-old daughter Jaelynn as she navigates her teenage years. Whether it’s spending time outside, getting lost in a good book, or making memories with family, Kala values experiences that bring joy and connection.

Background and experience

Graydon joined SC3F Wealth Management Group with a deep interest in personal finance and a passion for helping people build confidence in their financial future. With a natural ability to connect and build trust, he focuses on creating meaningful and lasting relationships with clients as they navigate important financial decisions. Graydon believes that listening with intent and showing genuine care and passion for people is the key to building lasting relationships—in business and life. Graydon helps to foster trust and maintain the high standards of service that define the practice.

Currently in the early stages of a career in wealth management, Graydon is focused on learning from experienced advisors and gaining hands-on experience into what it takes to provide exceptional client service. Eager to grow professionally, Graydon is working toward becoming a wealth advisor in the future, driven by a genuine passion for helping individuals and family make informed financial decisions that align with their goals. For now, Graydon assists in day-to-day activities that are essential to maintain consistent and seamless client experiences. Graydon works closely with our advisors to ensure that clients’ needs are met in an accurate and timely manner. Graydon is excited to grow within a practice that values trust, transparency, and long-term impact.

Away from the office

Outside of the office, Graydon enjoys spending time outdoors—whether it’s fishing, golfing, or soaking in nature. A dedicated sports fan, he also loves watching his favorite teams compete and sharing that time with friends and family. For Graydon, the most meaningful moments in life happen when surrounded by the people who mean the most to him, and that same value of connection is reflected in the relationships built with clients and colleagues alike.