Our Principal

Matt Stone

CBA, CVA®, CFP®

Matt’s education is not limited to only a business degree with emphasis in accounting and finance plus, several professional designations. It includes real life lessons learned from owning and operating several businesses. Each one playing an integral part in shaping and molding his philosophy, values, and technical skills in business. Combining his education and experiences, he takes great pleasure in helping small business owners who are willing to think outside of the box to grow their business. Using executive level training, mastermind groups, and one-on-one sessions, he walks with the business owner helping to identify the path to growing their business. Outside the office, Matt enjoys being in nature. Whether it is tending to his small apiary, tending his growing flock of sheep, hiking, or enjoying a hunting/fishing trip.

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Let us help you strategize and implement a dynamic plan to achieve your goals.