The Team | edm-capital

MEET YOUR TEAM

Education and Licensure:
University of California, Riverside:
B.S. Business Admin Finance
New York University:
Certificate in Financial Planning
Series 65 License
Life and Health License
CFP® Candidate

Affiliations:
XY Planning Network
NAPFA Associate Member
Dimensional Funds Advisor
Archdiocese of Los Angeles:
Planned Giving - Advisor

Eric Matthews

Owner - CEO - Wealth Advisor

Eric graduated from the University of California, Riverside, with a degree in Business Administration, emphasizing Finance. From 2003 to 2012, he worked in the entertainment industry, taking on various behind-the-camera roles.

After countless hours on set and many weekends dedicated to work and travel, Eric encountered a financial setback. A so-called "financial advisor," who was actually a broker, sold him heavily commissioned products that, while "suitable," did not meet the fiduciary standard of care and were not in Eric's best interests. This experience led Eric to pivot his career and focus on providing transparent and honest financial planning and investment advice.

In 2012, Eric moved to Phoenix, AZ, to begin his journey in wealth management with RTS Private Wealth Management. There, he quickly excelled and learned every role in a boutique firm.

In 2015, Eric and his family returned to Los Angeles, where he joined LourdMurray in Beverly Hills. He became part of a team managing nearly $3.5 billion in assets, with minimum assets starting at $5 million. In 2016, this team was ranked 19th on Forbes' Top 100 Firms list.

In 2017, Eric founded EDM Capital LLC. With extensive experience and top-notch mentorship under his belt, he was ready to launch his own boutique wealth management firm to best serve his clients. As a millennial, Eric is committed to helping individuals who genuinely seek coaching and guidance to navigate the complex financial landscape. His clients include diligent savers, industrious professionals, families aiming to break the cycle of debt, and individuals aspiring to achieve true financial independence.

Eric specializes in serving those in the entertainment industry, a natural fit given his background. He also works with solo entrepreneurs, small business owners, attorneys, doctors, and athletes. A man of faith, Eric offers socially responsible investing options for clients who share his passion for the Christian faith.

Geneva Matthews
Client Service and Operations

Geneva graduated Cum Laud from Arizona State University with a degree in Communication and a minor in Spanish. Geneva has an exceptional variety of experience which includes high-end hospitality, customer service and property management.

She began her career as Concierge in an award winning 5 star resort in Scottsdale, AZ where she received the highest level of customer service training. From there she moved to Los Angeles, CA where she continued her career working in high end luxury residences in Beverly Hills and Brentwood. Through her hard work, professionalism and reliability she was promoted to Assistant Property Manager where she continued to deliver her exceptional brand of customer service. In 2010 she received another promotion to Property Manager of several residential buildings. throughout the Los Angeles area. Using the standards of excellence that she had learned, she excelled in the position and gained recognition for her efficiency, professionalism and warmth.

Most recently she ran the Concierge department for Coldwell Banker Residential Brokerage in Arizona. Her experience and world class training makes her a perfect fit for Client Services Manager at EDM Capital.

Ashley Maddox
Client Service Specialist

Ashley has a bachelor’s degree in finance, with a minor in personal financial planning. She has experience as a small business owner and military spouse. She is great with data entry and organizing and is always looking for new ways to better optimize processes for her clients.

Ashley originates from Atlanta, Ga but through the Navy has lived all over the world. She, her husband, and their 4 kids have lived in Italy, Spain, Georgia and are currently living in Washington state. Having never had a fondness for the outdoors, she is learning to truly love nature, especially without the horrible heat! In her spare time, she is an active artist and enjoys exploring her new home with her family, and she coaches a local cheer squad. If you can’t find her with her kids, you’ll likely find her cozied up with a book and a glass of wine, or working on one of her many art projects.

Gary Somers, Ph.D.
Consultant - Business and Economics

Dr. Somers has over 40 years of experience in higher education, labor market policy, technology, and consulting. He has served as a professor, administrator, software developer, and consultant to a variety of organizations. He has advised public sector organizations on the adoption of new technology and has initiated large scale projects to transform organizations and modernize their technology. He has developed models to assess the return on investment of technology expenditures and assess and compare the total cost of ownership for different alternatives.

Dr. Somers acts as a consultant to EDM Capital. He has a Ph.D from Northwestern University in Law, Policy, and Society. His focus is on labor market policy and behavioral coaching in the wealth management practice. He also holds an MA and BA in Philosophy. (He is not an employee or member of the firm and merely consults the owners)

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When you work with us, you’re supported by a diverse team of resources and specialists from Buckingham Strategic Partners. As we sit with you to develop your personal financial strategy, our strategic partnerships help assure you get a well-conceived plan designed to meet your long-term goals.

At EDM Capital, we rely on best-in-class investment research and economic theory to drive our investment approach, portfolio construction, and asset allocation. For that reason, our client portfolios are continuously reviewed by Buckingham’s world class Investment Committee.

Buckingham manages more than $13.5 billion in investor savings and their Investment Committee brings with it more than 100 years of industry experience. I have proudly partnered with Buckingham to ensure your investments continually meet your future needs and create a better wealth experience for you.

Bill Morgan

CPA, PFS

Bill consults with the EDM Capital on specific client wealth management strategies. We leverage his experience for individual taxation and tax planning suggestions, which in turn offers our clients a very positive tangible result: lower taxes. Bill has earned his CPA and PFS designations.

Jonathan Scheid

CFA, AIF

Jonathan helps EDM Capital evaluate findings from academic research and apply that learning to develop investment strategy recommendations. Jonathan has earned the distinguished Chartered Financial Analyst (CFA) and Accredited Investment Fiduciary® (AIF®) designations.

Katlyn Nielson

Katlyn works closely with EDM Capital to support our client’s operational needs. She coordinates with our partnering custodians to ensure trades and cash management functions are precise. She also helps us manage our technology platforms including the CWA client portal.

Jared Kizer

CFP

Jared Kizer is the head of investment research for Buckingham Wealth Partners, which is comprised of Buckingham Strategic Wealth and Buckingham Strategic Partners. By reading and analyzing the latest research in investment strategy and finance, Jared is able to draw practical applications and apply his findings to help clients improve the structure of their portfolios and achieve their goals. He is also a member of the firm’s Investment Policy Committee, which evaluates findings from academic research and applies that learning to develop its investment strategy recommendations.

Matt Miller

CFA, ChSNC®

Matt is a valuable resource to EDM Capital and our clients by sharing current wealth management insights and providing client education. Matt holds an MBA from the McCombs School of Business, has his Certified Financial Planning degree, and is a Chartered Special Needs Consultant (ChSNC).

Chuck Laverty

Director, Business Solutions

As Buckingham’s Director of Business Solutions, Charles “Chuck” Laverty works in tandem with the firm’s advisory teams to help business owner clients understand and enhance the value of their businesses. He also consults with clients to help them design a plan for properly transitioning from their business, based on their specific financial life goals and when the time is right.

Dimensional Fund Advisors Partnership

Dimensional Fund Advisors (DFA) is a leader in developing asset class portfolios for institutional investors and independent investment advisors. Dimensional Fund Advisors' investments and securities are designed to help our clients improve performance through diversified, low-cost, and tax-efficient investment solutions. These investments are not available directly to individuals but are limited to a select group of financial firms like EDM Capital, LLC. Our relationship with Dimensional Fund Advisors is based on shared views about how capital markets work and how best to provide clients with successful investment experience.

Since the firm was founded in 1981, DFA has continued to work with some of the world's leading financial economists to develop and enhance its strategies. As of March 2017, DFA has $497 Billion under Management.

http://us.dimensional.com/