Matt leads exitfour and has been recognized by Forbes “Best-in-State Wealth Advisors” 2019-2022. As a CFP® professional, he focuses on aligning a dynamic wealth management plan to each client’s aspirations and lifestyle. Matt holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and the CERTIFIED EXIT PLANNING ADVISOR (CEPA®) designation through the Exit Planning Institute.
Rob directs exitfour’s Financial planning and investment processes. As a CFP® practitioner, he takes the time to understand the client’s priorities and curate unique financial plans reflective of their most important objectives and aspirations. Rob holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and the CERTIFIED EXIT PLANNING ADVISOR (CEPA®) designation through the Exit Planning Institute.
Susan is responsible for operational and administrative activities. She works closely with clients to organize and streamline multiple aspects of their financial lives. She enjoys building relationships with clients and their families noting their priorities and preferences for fostering a warm and welcoming environment. Susan holds the CHARTERED SOCIALLY RESPONSIBLE INVESTMENT ADVISOR (CSRIC™) designation and partners with clients to advance impact investing.
Theodore “Ted” Kawoczka
Ted is a Client Service Associate. Ted works closely with our advisors to ensure their clients wealth management plans and long-term goals are met. He is a 2020 graduate of Muhlenberg College where he earned a BA in Finance.
Terry is our Chief Financial Officer is and responsible for the firm’s finance and accounting operations and risk management. She is instrumental in the firm’s operation strategy and financial success. Terry is a graduate of the Wharton School of the University of Pennsylvania.
Courtney is our Chief Operating Officer, her responsibilities include human resources, operations and compliance functions at the firm. Courtney works to provide guidance to advisors on operations and procedures to ensure compliance and to protect the interests of the firm’s clients. Courtney is a graduate of Providence College.
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.