COLLABORATIVE
TEAM
We combine our decades of collective experience and different skill sets, including comprehensive planning, investment management, and tax management, to help clients across every aspect of financial life. Importantly, our team has the longevity and staying power to partner with you for today, tomorrow and the next generation of your family.
Matthew began his career in the wealth management industry in 2008. He focuses on investment research, financial planning and client reviews. Matthew is a CERTIFIED FINANCIAL PLANNER™ professional who has also completed the requirements for the Portfolio Manager and Retirement Plan Consulting Specialist designations. Matthew received his bachelor’s degree from Auburn University.
Matthew has also received various recognitions, including:
Forbes/SHOOK Best-In-State Next-Generation Wealth Advisors, 2018, 2019
Forbes/SHOOK Best-In-State Wealth Advisors, 2019, 2020, 2021, 2022
Forbes/SHOOK Top 250 Next-Generation Wealth Advisors, 2020, 2021
UBS Rising Advisors; UBS Top 35 Under 35, 2018, 2019
Matthew and his wife, Leigh, live in Auburn, Alabama with their four children.
Rebecca is a Certified Public Accountant (CPA) and CERTIFIED FINANCIAL PLANNER™ professional. She also holds the Certified Exit Planning Advisor (CEPA) designation. She received her BS in Business Administration (Accounting) from the University of Alabama as well as her Master of Business Administration (Accounting) from Auburn University Montgomery.
Prior to her career in the wealth management industry, she worked for 10 years in the tax and audit areas at a CPA firm in Montgomery, Alabama. Rebecca has experience in various areas including corporate audit, corporate and individual taxation, and wealth planning. Rebecca focuses on client relationships and reviews, along with financial planning.
Rebecca and her husband, Jason, live in Montgomery, Alabama with their two children.
Adam focuses on portfolio modeling, construction, and management. Before joining Marble Wealth, Adam spent 17 years with the Retirement Systems of Alabama, serving as an equity analyst, portfolio manager, and trader. He holds the Chartered Financial Analyst® (CFA) designation and has served as President and board member of the CFA Society of Alabama. Adam received his bachelor’s and master’s degrees (Finance) from the University of Alabama. Adam and his wife, Katherine, live in Wetumpka, AL with their two children.
Matthew began his career in the wealth management industry in 2008. He focuses on investment research, financial planning and client reviews. Matthew is a CERTIFIED FINANCIAL PLANNER™ professional who has also completed the requirements for the Portfolio Manager and Retirement Plan Consulting Specialist designations. Matthew received his bachelor’s degree from Auburn University.
Matthew has also received various recognitions, including:
Forbes/SHOOK Best-In-State Next-Generation Wealth Advisors, 2018, 2019
Forbes/SHOOK Best-In-State Wealth Advisors, 2019, 2020, 2021, 2022
Forbes/SHOOK Top 250 Next-Generation Wealth Advisors, 2020, 2021
UBS Rising Advisors; UBS Top 35 Under 35, 2018, 2019
Matthew and his wife, Leigh, live in Auburn, Alabama with their four children.
Rebecca is a Certified Public Accountant (CPA) and CERTIFIED FINANCIAL PLANNER™ professional. She also holds the Certified Exit Planning Advisor (CEPA) designation. She received her BS in Business Administration (Accounting) from the University of Alabama as well as her Master of Business Administration (Accounting) from Auburn University Montgomery.
Prior to her career in the wealth management industry, she worked for 10 years in the tax and audit areas at a CPA firm in Montgomery, Alabama. Rebecca has experience in various areas including corporate audit, corporate and individual taxation, and wealth planning. Rebecca focuses on client relationships and reviews, along with financial planning.
Rebecca and her husband, Jason, live in Montgomery, Alabama with their two children.
Adam focuses on portfolio modeling, construction, and management. Before joining Marble Wealth, Adam spent 17 years with the Retirement Systems of Alabama, serving as an equity analyst, portfolio manager, and trader. He holds the Chartered Financial Analyst® (CFA) designation and has served as President and board member of the CFA Society of Alabama. Adam received his bachelor’s and master’s degrees (Finance) from the University of Alabama. Adam and his wife, Katherine, live in Wetumpka, AL with their two children.
Dustin is Senior Wealth Associate at Marble Wealth. Prior to joining the firm, he was a Wealth Strategy Associate at Longleaf Wealth Management (UBS). He is a graduate of Auburn University at Montgomery with a degree in Economics. Dustin is originally from Eclectic, Alabama.
Dustin is Senior Wealth Associate at Marble Wealth. Prior to joining the firm, he was a Wealth Strategy Associate at Longleaf Wealth Management (UBS). He is a graduate of Auburn University at Montgomery with a degree in Economics. Dustin is originally from Eclectic, Alabama.
When working with Marble, you can expect a dedicated team driven by our genuine Southern values:
OUR VALUES
RESPECT
we value your family as our family.
HONESTY
we are open, truthful and transparent.
INTEGRITY
we always strive to do the right thing.
PASSION
we love to serve and protect others.
RESOLVE
we relentlessly pursue new possibilities.