An experienced and committed team

 

What can you expect from a relationship with The Matthews Group?
The dedication and experience of one of our industry’s most successful advisory teams, combined with the resources of one of the world’s leading wealth manager.

Michael S. Matthews

Managing Director - Wealth Management
Senior Portfolio Manager
425-451-2350

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With over 30 years of experience and as the leader of The Matthews Group, Mike provides comprehensive wealth management for individuals, business owners, entrepreneurs, multi-generational families, and retirees. His experience in managing client assets through the decades and numerous market cycles, informs his advice and provides meaningful perspective.  He takes an active, detailed, and highly customized approach to the implementation and regular oversight of client portfolios and financial plans. Careful thought is given to clients' risk parameters, personal timelines, lifestyle needs, and long-term goals. He leverages the resources of our global firm to help clients thrive financially, so that they can in-turn, make their unique mark on the world.

Mike has designed The Matthews Group to encompass service beyond investment management, including holistic planning, estate and tax planning, guidance for family advisory and philanthropy, excellent lending and risk management options, private banking, and concierge services.

Mike has been the recipient of several recognitions including:

  • Forbes | Best-In-State Wealth Advisors, 2018, 2019, 2020 (Ranked #1)
  • Forbes | America's Top 100 Wealth Advisors, 2016 to 2020
  • Barron’s | Top 1200 Advisors, 2009 to 2019
  • Financial Times | Top 400 Financial Advisors, 2016 to 2020
  • UBS Pinnacle Council | Top 3% of Advisors at the firm

 

He holds the following industry credentials:

  • Securities licenses: Series 3, 7, 8, 64, and 65
  • Insurance licenses: Life, Disability, and Long-term Care

Mike earned an undergraduate degree in Accounting from The Ohio State University and subsequently worked in the tax department of Deloitte & Touche, a Big Six accounting firm.  He has spent the last three decades at UBS and its predecessor firms; providing clients access to the deep resources of the firm and to holistic wealth management. He is a Senior Portfolio Manager within the UBS Portfolio Management Program and has the great privilege of managing more than $1 billion in client assets.

In his free time, Mike enjoys golf, water skiing, exercise, and spending time with family and friends in the community.


Registered States:
AK, AL, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, KS, LA, MA, MD, MI, MT, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY


Tyler Matthews, CRPS® Strategic Partner

Financial Advisor
Strategic Partner
Chartered Retirement Plans Specialist (CRPS®)
425-451-2324

email



Tyler and Michael S. Matthews are the leaders and founders of their respective teams. As a strategic partner, Tyler delivers comprehensive advice and solutions to wealth management clients. 

As a former professional golfer, Tyler's attention to detail and precision translates to his active, highly customized approach to the implementation and regular oversight of client portfolios. Tyler is also a Chartered Retirement Planning Specialist®, guiding retirement plan fiduciaries and participants through periodic reviews and education sessions. Ultimately, his goal is to ensure that client portfolios align with their investment objectives and risk tolerance so that they can reach their goals.

  • Securities licenses: Series 7 and 66
  • Chartered Retirement Planning Specialist®
  • Insurance licenses: Life, Disability, and Long-term Care

Tyler holds a B.A. in Economics from Vanderbilt University. Outside of work, Tyler is an accomplished golfer, avid Seattle Sounders fan, and enjoys spending time with his family and friends.


Registered States:
AK, AL, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, KS, LA, MA, MD, MI, MT, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY


Melanie Matthews

Financial Advisor
Relationship Manager
425-990-2792

email



Melanie enjoys speaking with clients; helping them map out their goals through financial planning and empowering them with investment advice and solutions.  She brings a holistic view, as she helps clients think about their circumstances, opportunities, and dreams. Her goal is to help clients grow their wealth and utilize their resources to pursue their fullest life. Prior to joining the team, Melanie worked for UBS Americas in New York, in a rotating program during which she worked in all the firm's major departments.

  • Securities licenses: Series 7 and 66

Melanie holds a BA in Communication with a Sales Certificate from the University of Washington Foster School of Business. She is native to Washington, enjoys spending time with family and friends, training for sprint triathlons, and exploring new restaurants.


Registered States:
AK, AL, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, KS, LA, MA, MD, MI, MT, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY


Kimberly Muska, CFP®, CPWA®, CDFA®

Director
Relationship Manager
CERTIFIED FINANCIAL PLANNER™
Certified Divorce Financial Analyst (CDFA®)
425-451-2355

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With over 20 years of experience, Kim has spent her career focused on guiding clients through some of life's most critical events. She has focused on comprehensive financial planning and advice for a variety of client circumstances, including those experiencing divorce, business transitions, retirement, liquidity events, and end of life. Her goal is to help clients develop strategies for growing and protecting their wealth. She has a deep network of trusted advisors in legal, tax, and philanthropic planning, making holistic wealth management accessible and streamlined.

Kim joined UBS from Key Private Bank, where she was a Senior Vice President and Wealth Advisor.

  • CERTIFIED FINANCIAL PLANNER™ professional
  • Certified Divorce Financial Analyst®
  • Certified Private Wealth Advisor®
  • Securities licenses: Series 7 and 66
  • Insurance licenses: Life, Disability, and Long-term Care
  • Member, Seattle Estate Planning Council
  • Member, East King County Estate Planning Council
  • Member, King County Collaborative Law
  • Member, International Academy of Collaborative Professionals
  • Mentor, Seattle University Albers School of Business Mentor Program
  • Founding member of All Bar None, Washington Chapter
  • Past Board Member & Treasurer, Queen Anne Little League (2014-2019)

 She holds a BBA in Information Systems from Loyola University Chicago. Originally from Chicago, she moved to the Pacific Northwest over 15 years ago and currently resides in Seattle with her husband and two children. In her free time, she can be found exercising, skiing, or cheering for her sons at their lacrosse games.


Registered States:
AK, AL, AZ, CA, CO, CT, DC, DE, FL, HI, IA, ID, IL, KS, LA, MA, MD, MI, MT, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY


Shawn L. Meeks, CIMA®

Director
Relationship Manager
Certified Investment Management Analyst (CIMA®)
425-990-2787

email



With each client conversation, Shawn wants clients to feel confident about their financial decisions and cares deeply about clients and their success. With over 20 years at UBS and 25 in the industry, Shawn has extensive experience aligning portfolios with client goals, risk tolerance, time horizon, and cash flow needs through various market conditions. As a Certified Investment Management Analyst®, Shawn provides holistic wealth management centered on goals-based financial planning, behavioral investment counseling, and customized portfolio management.

  • Certified Investment Management Analyst®
  • Securities licenses: Series 7, 31, 63, and 65
  • Insurance licenses: Life, Disability, and Long-term Care
  • Active volunteer with Union Gospel Mission
  • Active with Tim Tebow Foundation, Night to Shine

Shawn holds a B.A in Economics from the University of Washington. In his free time, he can be found playing tennis, fishing, or hiking with his wife and two sons.


Registered States:
AK, AL, AZ, CA, CO, CT, DC, FL, HI, IA, ID, IL, KS, LA, MA, MD, MI, MT, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, UT, VA, WA, WI, WY


Kathryn J. Sciba, CFP®

Associate Director
Senior Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER™
Relationship Manager
425-451-2305

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For over a decade, Kathryn has worked closely with individuals and families, helping them harness the opportunities of substantial wealth to deepen their impact. Her ultimate focus is helping clients thrive financially so they can focus on experiencing life and pursuing their unique goals.

As a leader of The Matthews Group, Kathryn directs client initiatives across multiple areas: financial planning, wealth preservation and transfer, philanthropy, investment management, and client experience. 

  • CERTIFIED FINANCIAL PLANNER™ professional
  • Securities licenses: Series 7 and 66
  • Founding member of affinity group: All Bar None, Washington chapter
  • Active with local organizations serving unhoused populations and other marginalized groups, as well as several international humanitarian organizations
  • Dare to Lead™ Trained (March 2019)
  • Mentor, UBS Global Wealth Management mentoring program (2019-2020)
  • Mentor, Seattle University Albers School of Business Mentor Program (2018-19)

Kathryn holds an undergraduate degree in Finance from Eastern Washington University. She resides in Seattle with her husband, two children and puppy where she enjoys a robust schedule of child activities and community involvement. In her free time, Kathryn can be found volunteering, enjoying the outdoors, reading, and traveling.


Registered States:
AK, AL, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, KS, LA, MA, MD, MI, MT, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY


Tanner Peelen, CFA®

Associate Director
Senior Wealth Strategy Associate
Relationship Manager
Chartered Financial Analyst®
425-451-2313

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Tanner brings an analytical perspective and relentless attention to detail to evaluating portfolio diversification, risk adjusted returns, and portfolio cost.  As Relationship Manager and member of the portfolio management team, Tanner is responsible for the management of client portfolios including portfolio asset allocation, security selection, and research. Tanner enjoys speaking with clients about their goals, investments and the financial markets.

  • Chartered Financial Analyst®
  • Member, CFA Society Seattle
  • Securities licenses: Series 7, 31, and 66
  • Insurance licenses: Life, Disability, and Long-term Care
  • Board Member, The Vineyards HOA

Tanner holds B.S. in Economics and Biochemistry from the University of Wisconsin – Madison. He resides in Redmond with his wife and two children. In his spare time, Tanner can be found playing golf, spending time with his family, and training for Spartan races.


Registered States:
AK, AL, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, KS, LA, MA, MD, MI, MT, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, UT, VA, WA, WI, WY


Rebekah Joy Boettcher

Authorized Officer
Senior Wealth Strategy Associate
425-451-2326

email



Rebekah delivers exemplary client service with impeccable attention to detail and enthusiasm for exceeding clients' expectations. Clients enjoy speaking with Rebekah because she is genuine, happy to help, and knowledgeable. Her goal is to deliver seamless service, the best solutions and an over-all excellent client experience.

  • Securities licenses: Series 7 and 66

Rebekah joined The Matthews Group from Russell Investments where she was an Institutional Currency Trader and Portfolio Analyst focused on global currency markets. She holds a B.A. in Business Administration and Finance from Seattle Pacific University. Outside of the office, she is an equestrian enthusiast and enjoys cheering on the Seattle Seahawks with her husband. She is currently studying for an additional certification and enjoys seeing clients pursue their goals.


Registered States:
AK, AL, AZ, CA, CO, CT, DC, FL, HI, IA, ID, IL, KS, LA, MA, MD, MI, MT, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY


Diana Gabriela Reyna, CFP®

Senior Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER™
425-451-2349

email



For over a decade, Diana has been honing her skills of providing an elevated client service experience. She values continual personal growth and development so she can help clients thrive financially now and in the future. She strives to anticipate clients' needs and treats each person with special care and service. Clients rely on her for service and implementing their wealth plans.

  • Securities licenses: Series 7 and 66, 63, 9, 10
  • CERTIFIED FINANCIAL PLANNER™ professional
  • Insurance license: Life
  • Fluent in Spanish

Diana earned her M.B.A. in Marketing from Grand Canyon University and her undergrad in business management from Arizona State University. She also holds a certificate in small business and entrepreneurship. She earned the CERTIFIED FINANCIAL PLANNER™ certificate in 2018. She enjoys watching her kids play a variety of team sports, exploring the great outdoors, and personal fitness.


Registered States:
AK, AL, AZ, CA, CO, CT, DC, FL, HI, IA, ID, IL, IN, KS, LA, MA, MD, MI, MT, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY


Lindsay Anne Gookstetter

Senior Client Service Associate
425-990-2740

email



Bringing meticulousness and structure to everything she does, Lindsay works to deliver extraordinary service to clients and manages team operations effortlessly. With over 15 years of experience, she leads client reporting, communication, and disbursement processing.  

  • Securities licenses: Series 7 and 66

Lindsay holds a B.A. in Hotel Restaurant Administration from Washington State University. She grew up in Washington and can be found cheering for her kids at their soccer and baseball games, boating around the San Juan Islands, and spending time with family. 


Registered States:
AK, AL, AZ, CA, CO, CT, DC, FL, HI, IA, ID, IL, KS, LA, MA, MD, MI, MT, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY


Kim Baron

Senior Client Service Associate
425-451-2318

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Kim is the lead client service team member for multi-generation families. She strives to make complicated tasks worry-free and builds trust by anticipating client needs, solving problems, and delivering exceptional service. With 16 years in the financial services industry, she brings a breadth of knowledge and leads the team's banking and lending offerings, advocating for attractive lending rates, and delivering the firm's best products and experiences. Kim also collaborates with each family’s trusted advisors as a coordinated effort to meet each client’s unique needs and objectives.

  • Securities licenses: Series 7 and 66
  • Conversational in Chinese (Mandarin)

She holds a B.S. in Economics from California State Polytechnic University of Pomona, and has studied International Finance Management at Lucerne University of Applied Sciences in Switzerland. Kim resides in Kirkland with her husband and two children. In her free time, she enjoys travelling, gardening, cooking, and taking care of their five chickens.


Registered States:
AK, AL, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, KS, LA, MA, MD, MI, MT, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY


Michael Robert Zaky

Client Service Associate

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As former collegiate basketball player, Michael takes his passion for results and preparation to providing clients with an extraordinary level of service. Prior to joining UBS, Michael served as a Financial Advisor at Pacific Capital Resource Group, helping clients navigate the complexity of the financial system and helping them build confidence in their financial futures.

  • Securities licenses: Series 7, 6, 63, and 65
  • Insurance licenses: Life and Disability
  • Conversational in Arabic (Egyptian)

Michael holds his B.A in Management Information Systems from Washington State University as well as a certificate in Economics from the Harvard Business School. Michael is a native Washingtonian and enjoys the great outdoors, playing basketball, and watching his beloved Seahawks with his friends and family.


Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, FL, HI, IA, ID, IL, KS, LA, MA, MD, MI, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY


Marco Pamparo

Client Service Associate

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Marco is a member of our client service team. With four years of experience in the financial services industry as a relationship manager for commercial and retail clientele, Marco brings strong experience in providing banking and lending solutions to clients with a wide variety of needs. In addition to banking and lending, Marco has provided investment consultation services, making him well rounded in various aspects of wealth management.

  • Securities licenses: Series 7, 6, 63, and 65
  • Insurance licenses: Life and Disability
  • Conversational in Tagalog (Filipino)

 

Marco holds his B.A. in Economics from the Ateneo de Manila University and his M.B.A. from the Asian Institute of Management where he concentrated his studies in Finance. Though originally from Seattle, Marco spent 8 years in the Philippines before returning home in 2018. In his free time, he enjoys playing and watching football, soccer, and baseball. On occasion, he can also be spotted around Seattle or other cities around the world working on his street photography portfolio.


Registered States:
AK, AL, AZ, CA, CO, CT, DC, FL, HI, IA, ID, IL, KS, LA, MA, MD, MI, MT, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY


Marci L. Cook

Executive / Team Assistant
425-451-3418

email



With over 25 years in the industry, and over 15 years with The Matthews Group, Marci is responsible for concierge level service, elevating the client experience through travel and event planning. Prior to joining UBS, Marci was a Registered Administrative Assistant at Merrill Lynch.

Marci holds a B.A. in Psychology from the University of Washington. A Pacific Northwest native, Marci resides in Bellevue, and is an avid Husky fan.  In her free time, she enjoys hiking, photography, reading, travel and spending time with family.