Matt Little

CFP®, CEPA®

Principal Owner exitfour wealth partners

Partner Main Street Financial Solutions

 

Meet Matt, the Principal Owner of exitfour Wealth Partners and Partner at Main Street Financial Solutions. Recognized by Forbes as “Best-in-State Wealth Advisors” from 2019 to 2022, Matt is known for crafting dynamic wealth management plans tailored to each client’s aspirations. Matt holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and the CERTIFIED EXIT PLANNING ADVISOR (CEPA®) designation through the Exit Planning Institute.

At exitfour, Matt finds fulfillment in collaborating with clients, knowing our efforts may significantly impact future generations’ financial well-being. His approach values availability during challenging times and ongoing preparation for key life milestones—two components he feels are critical to superior wealth management.

Rob Ebling

CFP®, CEPA®

Meet Rob, director of exitfour’s financial planning and investment processes. Rob holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and the CERTIFIED EXIT PLANNING ADVISOR (CEPA®) designation through the Exit Planning Institute, and is committed to understanding your goals and priorities in order to create tangible strategies.

Rob brings a personalized touch to financial planning, crafting bespoke plans that mirror clients’ most important objectives and aspirations. It’s not just about numbers; it’s about creating a roadmap that aligns with each client’s unique journey. With best-in-class architecture and infrastructure, he ensures the seamless implementation of plans, keeping clients informed every step of the way.

Susan Minnier

CSRIC™

Meet Susan, the heartbeat behind exitfour‘s efficiency and excellence. As the orchestrator of all things operational and administrative, Susan ensures that every aspect of our clients’ financial journey runs seamlessly.

Susan holds the CHARTERED SOCIALLY RESPONSIBLE INVESTMENT ADVISOR (CSRIC™) designation and partners with clients to advance impact investing, aligning their values with their financial journeys. Susan takes pride in the genuine care and dedication we put into each client, ensuring their best interests and needs are taken care of.

Theodore “Ted” Kawoczka

Meet Ted, the compass of our client experience as a Client Associate. Ted, a 2020 Finance graduate of Muhlenberg College, is a responsive problem-solver on a mission to elevate our clients’ financial journeys.

In his role, Ted seamlessly weaves support into your wealth management journey. Whether offering personalized insights or delivering exceptional client service, Ted is here to ensure your financial goals align with your aspirations and goals for the future.

Brett Danko

CFP®

Brett is Managing Partner and Founder of Main Street Financial Solutions LLC and Brett Danko LLC Educational Center. Brett has worked in the financial services industry for many years and is a featured nationwide lecturer on matters of personal finance. He teaches the required CFP® Certification Education Courses and CFP® Board Certification Examination Prep Courses throughout the United States. Brett is a regular speaker at key client events where he presents on emerging and hot topics in the financial planning arena. Brett grew up in Pittsburgh, PA and is a graduate of the University of Pennsylvania.

Ted Durkin

Ted Durkin serves as President and Managing Partner of Main Street Financial Solutions LLC. He is responsible for overseeing all financial advisors, driving firm initiatives and goals while collaborating, coaching, and recruiting top talent. With over 25 years of wealth management experience, Ted brings a great deal of knowledge having served in a multitude of capacities including Leadership, Management and Financial Advisor roles. Ted is a graduate of Lehigh University.