Meet The Aaron Matthews Team
Matt is a Registered Investment Advisor and a licensed Insurance Agent. He holds a Series 65 license in stocks, bonds, securities and private placements. He is the Author of many articles for Financial Magazines and Journals, and a public speaker, holding educational seminars open to the public on income, retirement and investment planning options.
Matt enjoys assisting his clients in achieving their financial objectives. He continues improving his knowledge base by attending several advanced planning industry meetings each year. He specializes in working with retirees and pre-retirees in developing investment, income and estate plans for all sizes of estates. He has helped hundreds of clients reduce unnecessary income taxes, Social Security taxes and estate taxes.
Matt and his wife, Becky, have been married since 2005. They enjoy spending time together, whether it is visiting Becky’s family, vacationing at the ocean or going to sporting events.
Matt is repeatedly featured in Senior Market Advisor Magazine, to which he is also on the Advisory Board and host of the KHITS 92.1 fm "Daily Market Recap and Tips With The Income Guru."
A native of the Bay Area, Josh moved to Sacramento 10 years ago and continues to love the sunshine and warm weather. Joshua has an extensive background in Commercial Construction Management with one of the areas largest Commercial Construction Corporations. Deciding to help people, rather than managing work sites, Joshua embarked upon a career in financial and retirement planning.
In his years as a financial professional, Joshua has seen the lifelong impact of retirement planning – or lack of planning—every day. Commenting on his career, Joshua says, “I feel blessed to have helped so many people plan for the day when they don’t have to work any longer. As well as helping those in retirement keep it that way.”
Joshua and his wife, Melissa, have been married for 3 years and are rejoicing the arrival of their first child Elijah. In his spare time, he enjoys reading, golfing and spending time with his wife.
Operations Manager/Director of Client Relations
Becky manages all day-to-day operations at Aaron Matthews Financial Resources and prepares proposals and presentations of various data for our clients. She coordinates all educational workshops and client appreciation events. Becky also represents Aaron Matthews Financial Resources in various community and charitable events.
Becky is a graduate of Bob Jones University, where she earned her BS in Comprehensive Business Management. Prior to joining Aaron Matthews Financial Resources, she worked for seven years as a Bank Advisor at both the Dime Bank and Guaranty Bank.
Estate Planning Attorney of Choice
Erik’s practice focuses on Estate Planning Law and family law clients. In Estate Planning, Erik works with clients to make the process simple, so clients can focus on more important things. A local authority for specialized estate planning instruments, like Special Needs Trust, Irrevocable Trusts, or other focused documents.
Erik has litigated, negotiated, and mediated the gamut of family law cases. With this unique perspective as a family law and estate attorney he can often spot issues otherwise overlooked.
Prior to graduating he worked as a legislative analyst for a non-profit organization, and volunteered as a youth counselor. Erik currently participates in local politics and is an active member of his local church. Erik is very happily married and has a young son. Together, his family loves to get outdoors and enjoy the varied activities the Sacramento region has to offer.
Shama is an Executive Assistant at Aaron Matthews Financial Resources and is in charge of coordinating multiple schedules within the office. She assists with client and educational events setup and coordination as well as appointment preparation. On a day-to-day basis, Shama assists the rest of the team with the completion of various projects and client service requests.
Aside from being dedicated to her job she loves to travel abroad and is an avid tennis fan.
Stephanie is an Executive Assistant at Aaron Matthews Financial Resources and is responsible for ensuring that our clients and potential clients feel welcome when visiting our offices. She maintains our always full calendar as well as providing follow up to seminar attendees and radio callers. Stephanie was born and raised in Sacramento. She lives in Midtown with her husband Chris who were married in May 2011. Stephanie and Chris love to ride their bikes and walk through the city.