Matt Sheffield
OWNER, WEALTH CONSULTANT
Matt is a seasoned financial advisor with a passion for helping others. Since starting in the industry over two decades ago, his drive is his passion for making connections and friendships with people, as well as the intellectual challenge of investing. He enjoys helping clients fulfill their retirement plans and navigate market uncertainties.
Matt’s go-to financial advice? “There is never opportunity without fear or uncertainty; investing is a get-rich-slow scheme.” With his dedication to client relationships and comprehensive financial guidance, Matt is committed to helping clients pursue financial success and peace of mind.
Matt holds Series 7 and 66 licenses through LPL Financial. Originally from Littleton, Colorado, Matt is a proud graduate of BYU Brigham Young University (BYU). He shares his home with his wife, three children, and two beloved Mini Australian Labradoodles named Rex and Delilah.
Beyond his financial pursuits, Matt enjoys a variety of hobbies including woodworking, mountain biking, listening to live music, and reading. He also finds fulfillment in giving back to the community, volunteering as the team photographer for Lewis and Clark High School’s football team.
Kayla Colson
CLIENT SERVICES SPECIALIST
With fresh perspectives in the financial planning industry, Kayla brings a wealth of insights to the team. What she loves most about her role is building close relationships with clients and getting to know their lives. She thrives on problem-solving and enjoys helping clients pursue their life objectives.
Kayla is excited for her new role and is eager to work alongside Matt to grow clients’ wealth for generations to come. Her go-to financial advice? “Find someone you trust to work with and grow together.” With her dedication and client-focused approach, Kayla is committed to helping clients navigate their financial journey with confidence.
Kayla holds the Securities Industry Essentials® (SIE®) license through LPL Financial. Originally from Seattle, Washington, she graduated from Washington State University.
While not at work, Kayla enjoys spending time with her partner and two children outdoors, camping, fishing, and soaking up nature’s beauty. She also shares her home with her dog Otis, a border collie/corgi mix. Kayla is passionate about giving back to the community and supports Second Harvest.
Kate Sheffield
CLIENT SERVICES ASSOCIATE
Kate brings a wealth of experience as a former CPA. With a background in accounting, including a Bachelor of Science from the University of San Diego and a Masters from the University of Virginia, Kate is excited to work with clients and assist them in their financial journey.
Originally from Spokane, Kate shares her home with her husband and three children. In addition to her human family, Kate also cares for two Australian Labradoodles named Delilah and Rex. Outside of work, Kate enjoys traveling, reading, cooking, and nurturing her newfound passion for gardening.
She is actively involved in her community, volunteering in Spokane Public Schools and serving as a team mom for Lewis and Clark High School football. Kate's go-to financial advice is to "Be Patient and Think Long Term," a motto she embodies both personally and professionally.
Jenna McCarthy
VIRTUAL ADMIN
Jenna has worked in financial services since 2020, with expertise in client onboarding, service coordination, back-office operations, and workflow optimization, making her a valuable operational partner to advisors.
Jenna moved to Northern California at the age of 12. She is actively involved with the Salvation Army of Chico as well as serving as a fundraising committee member for her son's charter school. In her free time, Jenna enjoys spending time with her husband and son, as well as their friends and family. Jenna also enjoys watching her son play travel baseball as well as hunting, fishing and reading.
Jenna is an LPL employee and is part of the Strategic Wealth program that supports multiple advisors' businesses.