Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as tax and financial professionals, we can help our clients better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner.
Founder & Wealth Management Advisor
Matt is the founder of M. White Financial Services and serves as the senior advisor on all relationships. As a CPA, Matt’s entire career has been dedicated to helping clients handle tax issues and working toward meeting their...
Lori Eshbach Comanich is an advisory consultant who is dedicated to helping clients work toward meeting their financial goals; from retirement planning and college planning to estate planning and legacy planning for the next generation...
Director of Practice Development, Gerontologist
Stacey works behind the scenes to make your experience as part of the M. White Financial Services family exceptional. She skillfully combines industry knowledge with her background in psychotherapy to help us deliver professional...
(Retired July 2020)
Anita joined M. White Financial Services in 2007 with over 25 years of industry experience ranging from client service to regulatory compliance. During her 13 year tenure with us, Anita worked closely with Matt on the design,...