Who we are

FINANCIAL ADVISOR, MANAGING DIRECTOR

As a Financial Advisor and CERTIFIED FINANCIAL PLANNER^® professional, Matt leverages more than 15 years of industry experience to help clients navigate complex financial decisions and pursue their long-term goals. He works closely with his team and clients on a wide range of investment activities, including strategic wealth planning, portfolio management, risk management, retirement planning, and performance reporting. Matt is committed to developing personalized strategies that align with each client's unique objectives, values, and financial circumstances.

Matt is a Richmond native and attended Trinity Episcopal School before graduating with honors from Hampden-Sydney College, where he earned a degree in Economics. At Hampden-Sydney, Matt was a member of the Men’s Baseball Team.

Experience:

• Seneca House Advisors, Principal
• Stony Point Wealth Management, Principal

Education/ Certifications:

• Hampden-Sydney College, BS, Economics
• CERTIFIED FINANCIAL PLANNER^® professional

FINANCIAL ADVISOR, MANAGING DIRECTOR

Elizabeth brings more than 25 years of industry experience to her role as Financial Advisor. She oversees all aspects of the financial planning process, helping individuals and families develop thoughtful strategies to address their financial goals and navigate life's complexities. As a CERTIFIED FINANCIAL PLANNER^® professional and Behavioral Financial Advisor, Elizabeth incorporates an understanding of financial decision-making and investor behavior into her planning approach.

Originally from West Virginia, Elizabeth now calls Richmond home. She graduated from Hamilton College before earning a master's degree from the University of Virginia and a law degree from the University of Richmond. Her diverse educational and professional background provides a unique perspective as she works with clients to make informed decisions about their future.

Experience:

• Seneca House Advisors, Principal
• Stony Point Wealth Management, Principal
• Ameriprise Financial Services, Inc., Financial Advisor

Education/ Certifications:

• University of Richmond School of Law, JD
• University of Virginia, MA, Music History, Literature, and Theory
• Hamilton College, BA, English Language and Literature
• CERTIFIED FINANCIAL PLANNER^® professional
• Chartered Advisor in Philanthropy^® designation
• Behavioral Financial Advisor certification

FINANCIAL ADVISOR, DIRECTOR

With more than 15 years of industry experience, Tyler works closely with individuals, families, and business owners to help them navigate important financial decisions and pursue their long-term goals. He takes a personalized approach to wealth management, retirement planning, and investment strategy, combining careful analysis with a deep understanding of each client’s unique financial situation. By collaborating with clients and their trusted professionals, including CPAs and attorneys, Tyler develops thoughtful, customized recommendations designed to support their overall financial well-being.

Tyler is a CERTIFIED FINANCIAL PLANNER^® professional and Accredited Portfolio Management Advisor℠. He graduated with honors from Hampden-Sydney College with a Bachelor of Arts in Economics and Commerce, where he was a member of the Tigers baseball team.

Experience:

• Seneca House Advisors, Financial Advisor
• Ameriprise Financial Services, Inc., Associate Financial Advisor

Education/ Certifications:

• Hampden-Sydney College, BA, Economics and Commerce
• CERTIFIED FINANCIAL PLANNER^® professional
• Accredited Portfolio Management Advisor℠ professional

PORTFOLIO MANAGER

John brings more than 30 years of investment management experience overseeing individual client portfolios, mutual funds, and institutional accounts. As a Portfolio Manager, he is responsible for evaluating investment opportunities, conducting quantitative and qualitative research, monitoring economic and market developments, and helping construct portfolios designed to align with clients’ objectives and risk tolerance. He also contributes to asset allocation decisions, portfolio risk management, and the ongoing evaluation of investment strategies. John brings a disciplined, research-driven approach to portfolio management and is committed to helping clients pursue their long-term financial goals.

John graduated from the University of Georgia with a Bachelor of Business Administration in Finance and holds his Chartered Financial Analyst^® designation.

Experience:

• Seneca House Advisors, Portfolio Manager
• Abu Dhabi Investment Authority (ADIA), Portfolio Manager
• Eagle Asset Management, Portfolio Manager
• Raymond James Financial, Inc., Senior Vice President

Education/ Certifications:

• University of Georgia - Terry College of Business, BBA, Finance
• Chartered Financial Analyst^® designation

FINANCIAL PLANNER

personalized financial plans designed to support clients’ long-term goals. Drawing on more than 15 years of combined experience in financial planning and accounting, she helps analyze financial information, prepare planning recommendations, and monitor progress toward client objectives. Alex is committed to providing thoughtful guidance and helping clients make informed financial decisions with confidence.

Alex holds the Chartered Retirement Planning Counselor™ and Financial Paraplanner Qualified Professional™ designations. She graduated from Virginia Commonwealth University with a Bachelor of Arts in Music and a minor in General Business and earned a Certificate in Accounting from Liberty University.

Experience:

• Seneca House Advisors, Financial Planning Analyst

Education/ Certifications:

• Virginia Commonwealth University, BA, Music
• Liberty University, Accounting Certificate
• Chartered Retirement Planning Counselor™ certification
• Financial Paraplanner Qualified Professional™ designation

CLIENT RELATIONSHIP MANAGER

Dakota serves as Client Services Manager and is dedicated to delivering a seamless experience for clients and their families. As a primary point of contact for client questions and service requests, Dakota leads the client service team, working closely with advisors and support staff to ensure client needs are addressed efficiently. Dakota oversees account administration and maintenance, coordinates a wide range of client service activities, and helps support the day-to-day operations of the practice. Known for his responsiveness, attention to detail, and client-first approach, he is committed to building strong relationships and providing personalized service that supports clients' long-term financial goals.

Dakota earned a Master of Science in Financial Planning from the University of Georgia and a Bachelor of Science in Communication Management and Design from Ithaca College.

Experience:

• Seneca House Advisors, Client Services Manager
• Seneca House Advisors, Associate Financial Advisor
• Tompkins Financial Advisors, Executive Assistant to the President

Education/ Certifications:

• University of Georgia, MS, Financial Planning
• Ithaca College, BS, Communication Management and Design

CLIENT SERVICE ASSOCIATE, PARAPLANNER

As a Client Service Associate, Paraplanner, Maddie provides operational and administrative support to Financial Advisors to help deliver an exceptional client experience. She oversees a variety of client account maintenance activities, including opening new accounts, processing transfers, preparing paperwork, and maintaining accurate records across multiple custodial platforms. Maddie also plays an important role in supporting the financial planning process, helping gather and organize client information, coordinating planning-related documentation, and ensuring advisors have the information needed to develop personalized recommendations. She draws on her background in client service and operations to support both clients and advisors with accuracy and efficiency.

Maddie earned a bachelor's degree and two master's degrees from Western Governors University before obtaining her Financial Paraplanner Qualified Professional™ designation.

Experience:

• Seneca House Advisors, Client Services Associate
• Winged Keel Group, Client Services Associate
• CoStar Group, Research Consultant
• The Elliott Real Estate Team, Transaction Coordinator

Education/ Certifications:

• Western Governors University, BS, Business Management
• Western Governors University, MBA
• Western Governors University, MS, Management and Leadership
• Financial Paraplanner Qualified Professional™ designation

OPERATIONS AND ADMINISTRATIVE ASSOCIATE

As an Operations and Administrative Associate, Jessica provides administrative and operational support to help ensure a seamless experience for clients and advisors. She assists with a variety of responsibilities, including maintaining client records, preparing client materials, coordinating meetings and logistics, supporting reporting and data management efforts, and helping facilitate day-to-day office operations. Jessica brings strong organizational, communication, and problem-solving skills to support the team.

Prior to joining Seneca House Advisors, Jessica worked as a paraprofessional with Henrico County Public Schools, where she developed a strong foundation in organization, collaboration, and client-focused service.

Experience:

• Seneca House Advisors, Administrative Assistant
• Henrico County Public Schools, Paraprofessional