Matt is a CERTIFIED FINANCIAL PLANNER™ who specializes in working with Corporate Pilots, C-Suite Executives, and Medical Professionals. He takes a holistic, personalized approach to planning, developing sound strategies to bring all the pieces of the client’s financial life together.

Some common problems that Stoic Private Wealth clients encounter include:

• Hefty Tax Bills
• Retirement Transition Planning
• Estate Tax Issues

Clients often feel like they have to manage these issues independently and are left in the dark about the best options. At Stoic Private Wealth, our clients are not alone! Over the years, we’ve built a network of professionals with whom we consult to ensure our client’s needs are met. From CPAs who work closely with this niche market to estate attorneys who understand and are experts in the industry, our clients can count on us to have their backs and work with them and their professional team to ensure all bases are covered.

Through meaningful relationships with families we are well-suited for, we’ve developed and refined our process to help put all the pieces of the puzzle together to organize, build, and protect their wealth while providing exceptional client service.

Matt graduated with a business management degree from Appalachian State University. He is also a CERTIFIED FINANCIAL PLANNER™ professional. For more than 30 years, CERTIFIED FINANCIAL PLANNER™ certification has been the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements and commit to CFP Board’s ethical standards that require them to put their client’s interests first.

A Newton, North Carolina native, Matt and his wife, Shauna, currently reside in Hickory with their daughter, Scarlett, and maltipoo, Archie. They are active members of SOMA Church. Matt previously served on the boards of the Corner Table, Catawba valley Rotary Club, and the YMCA. In his free time, Matt can be found spending time on the lake, traveling, and mountain biking.

Cierra joined Stoic Private Wealth in 2023 and is a key point of client contact. Cierra previously worked for Edward Jones as a full-time branch office administrator, working directly with Stoic Private Wealth founder, Matt Cook. She is responsible for all administrative management.

Cierra delivers prompt communication and superior client service. She focuses on enhancing the client experience by providing a high level of personalized service and assists in all phases of the relationship including account opening, transfers, and a variety of other support functions.

Cierra currently resides in Hickory, NC with her husband Jarrod. They enjoy hiking, golf, and spending time with their dog, Stailey in their free time.

Shauna joined Stoic Private Wealth in 2023 and runs the day-to-day operations of the business and focuses on client engagement and business growth. Shauna enjoys mountain biking, spending summer days on the lake, and date nights with tapas and a glass of wine.