Matt Schubert, CEO
Matt has 20 years of business and M&A experience, as a business builder of high growth companies. He is completing an M.A. in Law (Wealth Management & Financial Planning) at Regent University. Matt has been married for 22 years and has 4 children. He serves as the Board Chair for Community-Connected, an evidenced based anti-poverty movement.
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Christopher Devlin, CFA
Chris holds a bachelor's in Nuclear Engineering from Penn State, and is a Chartered Financial Analyst (CFA). He leads portfolio management and is the founder of Selective Wealth Management. Chris has been consistently ranked as a top 10 professional money manager by SumZero and his research has been featured in Barron’s and Business Insider. Chris enjoys playing Chess and serving others.
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Matt Turner, CPA
Client Service Partner, Matt Turner, CPA has 15 years of tax and estate planning for high net worth individuals. He graduated Summa Cum Laude from Liberty University with a B.S. in Accounting. Matt enjoys whitewater kayaking and spending time outdoors with his family.
Josh Standeven, CCO
Josh is responsible for compliance for both the RIA and Mutual Fund Family. He holds a Bachelor's in Human Resource Administration. Josh and his wife recently spent time traveling to Ireland and Kazkhstan.
Shannon is responsible for operations support and administrative management. He received his Bachelor's in Business Administration from the University of Illinois (Urbana-Champaign), studied at the Wirtschaftsuniversität Wien (School of Economics) in Vienna, Austria, and holds two masters degrees (both with highest honors). In his spare time, he runs his own non-profit (Rekindling Ministries), travels (he has visited over 30 countries), and enjoys gaming on his PS4 and hanging out with his pit bull, Ghost.
Marjun Tare, MBA
Marjun provides financial planning for clients, to ensure that each client has a plan that is specific to their unique needs. He holds a Bachelor's in Finance and a Master's in Business Administration (MBA). Marjun grew up in Austria and is our resident musician (he plays guitar, saxophone, drums, piano, guitar and bass guitar).