The TATRA Wealth Story

About

TATRA Wealth

The name “TATRA” (taa-truh) originates from the Tatra mountains in Slovakia where Matthew’s family emigrated from to provide better opportunities for future generations. Matthew has always been motivated to impact the lives of others, just as his ancestors did.

We serve a diverse set of individuals. Typically, our clients are busy raising a family, pursuing demanding careers, running a business or preparing for retirement while trying to manage their increasingly complex finances.

Wealth is defined by you. Our mission is to help you gain clarity on your desired destination and help guide you on your personal journey.

TATRA Wealth Is a Fee-Only Financial Planning Firm That Acts as a Fiduciary

What Is a Fee-Only Firm?

As a fee-only firm, our compensation is derived entirely from our clients and never in the form of commissions. We are solely focused on providing unbiased advice rather than selling products.

What Does Being a Fiduciary Mean for You?

We adhere to a fiduciary standard, which legally requires TATRA Wealth to act in the best interest of its clients at all times.

Get to Know Us

Matthew Stack, CFP®, MBA Photo

Matthew Stack, CFP®, MBA

Founder & Private Wealth Advisor

Matt Stack

Matthew Stack, CFP^®, MBA

Founder & Private Wealth Advisor

mstack@tatrawealth.com

(201) 258-7909

Matthew’s journey to becoming a CERTIFIED FINANCIAL PLANNER^TM began with a question – “How well do we direct our lives based on goals and values?” This was a question posed to Matthew while enrolled in Columbia Business School’s Personal Leadership program and led him to uncover his “why”: doing impactful work that makes a difference in peoples’ lives, while leading by example for his children to give them the courage to pursue their own dreams. This culminated in Matthew founding TATRA Wealth.

Matthew combined his passion for finance and personal development to help others gain clarity on their goals and use money as a tool to achieve their vision of a life well-lived. As a former college football player, Matthew believes in the importance of a collaborative, team-based approach with clients. Matthew draws on his 15+ years of financial services experience to build and implement values-based plans for individuals and families that provide peace of mind. Matthew’s experience working in investment banking and corporate strategy enables him to share a unique business perspective with entrepreneurs to maximize the potential of their most valuable asset.

Outside of work, Matthew and his wife Nicole reside in Ramsey, NJ with their two sons (Luke and John) and daughter (Natalie). Beyond spending time with his family, Matthew enjoys anything that gets him outdoors, including golfing, hiking and biking. Matthew also serves as a member of the Board of Trustees for St. Nicholas of Myra Orthodox Church in New York City, a parish that his family founded over 100 years ago.

Experience

Modera – Financial Advisor
Evercore, Deutsche Bank – Investment Banker
S&P Global – Corporate Strategy and Finance

Credentials

Certified Financial Planner (CFP^®)

Education

MBA, Columbia Business School
BA, University of Rochester

Renee Adkins Photo

Renee Adkins

Executive Assistant

Renee Adkins

Renee Adkins

Executive Assistant

radkins@tatrawalth.com

(201) 258-7166

A dedicated and experienced administrative assistant, Renee collaborates with Matthew and his team throughout the financial planning process. From client communications and service requests to account opening and appointment scheduling, Renee works as a dependable team player using critical thinking to solve even the most complex questions.

Her responsibilities include:

Client Service
New Accounts and Account Transfers
Money Movement – Contributions/Disbursement
Schedule Management

Prior to working with Matthew, Renee spent 21 years at her previous firm as a registered office assistant to five financial advisors, including their top advisor. It is in this role that Renee realized her unique ability to work independently in a fast-paced environment. She understands the importance of relationship building with clients, coworkers, and sponsor companies and is knowledgeable of many aspects of the business.

Outside of the office, Renee enjoys visiting her two older children in Texas, in addition to doing things and going places with her son that is still at home. Other favorite pastimes include reading, hiking, kayaking, going for walks, hanging out with friends and her dog, Odin.

Steve Kolano, CFA Photo

Steve Kolano, CFA

Chief Investment Officer

Steve Kolano

Steve Kolano, CFA

Chief Investment Officer

As Chief Investment Officer, Steve uses his passion and fascination with capital markets to create portfolios that support your journey across the wealth spectrum. Steve firmly believes that identifying your end objectives, needs, circumstances, and what drives you is the cornerstone of investing and portfolio construction.

Richard E. Austin, JD, LLM, CIMA® Photo

Richard E. Austin, JD, LLM, CIMA®

Executive Director

Richard E. Austin

Richard E. Austin, JD, LLM, CIMA^®

Executive Director

Rich Austin specializes in working with business owners and Fortune 500 executives to build comprehensive strategies for their complex situations. By offering creative ideas for investment, estate and charitable gifting strategies, he helps high net worth clients build legacies for them and their families. Rich concentrates on working with advisors in the design and implementation of thoroughly researched tax reduction strategies. Rich was previously an attorney in private practice and a corporate staff attorney specializing in tax issues and financial analysis.

William Beaudoin, CFS, CBEC Photo

William Beaudoin, CFS, CBEC

Vice President of Case Design

William Beaudoin

William Beaudoin, CFS, CBEC

Vice President of Case Design

Bill Beaudoin, CFS, has been a member of our case design team since 1994. One of Bill's areas of specialization lies within the personal risk management area where he is able to deliver prudent strategies and tactics supported by product selections. He also works to provide creative solutions to help address the needs of business owners and individuals regarding wealth preservation and estate planning.

Raymond J. Lucas, Jr., CFP®, CRPC® Photo

Raymond J. Lucas, Jr., CFP®, CRPC®

Senior Vice President of Financial Planning & Training

Raymond J. Lucas, Jr.

Raymond J. Lucas, Jr., CFP^®, CRPC^®

Senior Vice President of Financial Planning & Training

Ray Lucas, CFP^® is the head of Integrated Financial Solutions™, the case design and case consultation division of Integrated Financial Partners. An accounting graduate of Bentley College, Ray is a former faculty member of the Boston University program for financial planning. An author and contributor to various publications, Ray's expertise has put him in demand as a speaker on the topics of estate and retirement planning. He was also the keynote speaker at the Worcester Centrum college planning forum.

Ann L. Swartz, CLU, ChFC®, CASL, CLF® Photo

Ann L. Swartz, CLU, ChFC®, CASL, CLF®

Chief Operations Officer

Ann L. Swartz

Ann L. Swartz, CLU, ChFC^®, CASL, CLF^®

Chief Operations Officer

Ann Swartz has been in the financial industry since 1988. In her role as Chief Operations Officer, she focuses on streamlining processes, improving communications and finding creative solutions to the challenges inherent in building a strong financial organization.

A graduate of Clark University with a degree in Economics, Ann is a firm believer in ongoing education in maintaining the highest levels of professionalism. She received her Chartered Life Underwriter (CLU) designation, her Chartered Financial Consultant (ChFC) designation, her Chartered Advisor for Senior Living, (CASL) designation, and the Chartered Leadership Fellow (CLF). In addition to earning numerous awards in the financial industry, she completed a Leadership Best Practices degree at Harvard Business School in 2010.

Chartered Advisor for Senior Living (CASL) conferred by The American College.

William D. Hackler Photo

William D. Hackler

Director of Retirement Plan Services

William D. Hackler

William D. Hackler

Director of Retirement Plan Services

William D. Hackler is Integrated Partners' Director of Retirement Plan Services and the founder of the Integrated 401(k)™ which is a finely tuned process to show you how your employee retirement plan fits into your overall wealth accumulation goals. As a primary source of retirement income, careful consideration must be taken when designing your retirement plan as we strive to ensure that current tax laws are maximized in your and your valued employees' favor.

For the past 24 years, Will has been regarded as a retirement planning specialist. He understands the complex intricacies of establishing and monitoring all different types of plans from solo practitioners to companies in excess of 500 employees. He has a track record of working with companies to build, frequently review and service their retirement plans. For his entire career, Will has been helping plan sponsors design retirement plans for companies of all sizes and understands the unique complexities, compliance requirements and unique risks that businesses face.

A graduate of Bryant University, Will is a member of the American Society of Pension Professional & Actuaries and the National Institute of Pension Administrators. Will lives in Townsend, MA with his wife and three children. Will is also an active member of his community.

Will receives support from Integrated Partners and LPL Financial. Together they can bring a wealth of resources and creative solutions to the table so you can make informed choices and live your life with confidence. Services include:

• Plan Design Assistance
• Plan Document Preparation Support
• Annual Fund Reviews
• Employee Enrollment Support
• Annual Reviews and Reports
• Employee Education
• Provider and Due Diligence
• Help Plan Sponsor to Coordinate Search Support with Vendor on Filing Form 5500
• Educate Plan Sponsor Regarding
• Profit Sharing; Help Coordinate ADP/ACP Testing Requirements QNEC Calculations
• Assist Plan Sponsor with Vesting, Loans and Distribution Packages

William Hackler CA Insurance #4041707

Gregory Freeman Photo

Gregory Freeman

Advanced Planning Specialist

Gregory Freeman

Gregory Freeman

Advanced Planning Specialist

Greg has over 10 years of experience building comprehensive financial plans for high net worth individuals and business owners. He has accumulated significant knowledge with the use of the planning software, eMoney. Through live modeling, Greg creates an interactive client experience. Greg has over 10 years of experience building comprehensive financial plans for high net worth individuals and business owners. He has accumulated significant knowledge with the use of the planning software, eMoney. Through live modeling, Greg creates an interactive client experience. He is a graduate of Bentley University with a degree in Finance.

Derek Chesley Photo

Derek Chesley

Derek Chesley

Case Design

Derek Chesley has more than a decade of comprehensive experience in the financial services industry. He plays an integral part in case design and development as a member of the Solutions Team. His knowledge in the Financial Profiles software programs, Monte Carlo simulations and portfolio analysis provides a valuable resource for IFP advisors and their clients.

John C. Pastore, Jr., CRPC® Photo

John C. Pastore, Jr., CRPC®

Senior Vice President

John C. Pastore, Jr.

John C. Pastore, Jr., CRPC^®

Senior Vice President

John Pastore is a Senior Vice-President at IFP. He provides advice and counsel to advisors, staff and partners. John's dedication to improving the quality of life of clients, advisors and partners is unparalleled.

Chartered Retirement Planning Counselor (CRPC) conferred by College for Financial Planning.

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The Integrated Partners Team