Hat tip. "Cake
Steve etc.
Below is a slightly revised BIO etc. for Matt, along with his contact info .
I would stress that whatever anyone’ s financial status, they can learn from Matt
Stephen T. Pettise
Steve
Managing Principal
Golden Spike Resources Group Inc.
323.620.1858
“Only dead fish swim with the stream”
Have you ever considered how wealth, and the enjoyment of that weal
th, are connected? Or, as you likely know, that wealth is often thought of
as a burden of responsibility and an issue that could possibly ruin your ch
ildren or grandchildren?
Our speaker on November 21st
is Matt Davis, Chairman of Oakmont Group based in Houston, Texas. The
y help their clients answer some of the most difficult questions surroundin
g wealth.
Their mission for forty year s has been to help their clients maximize the enjoyment and impact of their wealth by aligning it with their unique needs and value systems.
They work solely in the area of estate pl
anning for some of the wealthiest families and business owners in America.<
br />
Matt is the co-founder of Oakmont group, which serves over fifte
en percent of the Forbes four hundred wealthiest individuals, as well many
other high net worth families and business owners. From its inception, Oakm
ont has helped families transition and protect their wealth.
Oak
mont has served as the back office of three of the major national accountin
g firms, national banks and law firms and many of America's largest RIA wea
lth management firms.
Matt has served on multiple corporate boar
ds, was the founding shareholder and board member of the largest and fastes
t growing insurance startup, which resulted in a successful exit, returning
78 times on investment in 11 years. In addition, he has helped create prod
ucts for the insurance industry, benefiting high and ultra-high net wo
rth clients.
Matt is married to Jeri. Next year, they will celeb
rate forty years together. They have two grown children, and one grandchild
. He is an avid skier and outdoorsman. He loves traveling with Jeri, readin
g, running, working out and spending time with family and friends at his ho
me in the mountains.
X-ALT-DESC;FMTTYPE=text/html:
Hat tip. "Cake
Steve etc.
Below is a slightly revis ed BIO etc. for Matt, along with his contact info.
I would stress that whatever anyone’s financial status, they c an learn from Matt
Stephen T. P ettise
Steve
Managing Principal
Golden Spike Resources Group Inc.
323.620.1858
“Only dead fish swim wit h the stream”
Have you ever cons
idered how wealth, and the enjoyment of that wealth, are connected? Or, as
you likely know, that wealth is often thought of as a burden of responsibil
ity and an issue that could possibly ruin your children or grandchildren?
Our speaker on November 21st is Matt Davis, Chair
man of Oakmont Group based in Houston, Texas. They help their clients answe
r some of the most difficult questions surrounding wealth.
Their mission for forty years has been to help their c lients maximize the enjoyment and impact of their wealth by aligning it wit h their unique needs and value systems.
They work solely in the area of estate planning for some of the wea
lthiest families and business owners in America.
Matt is the co-
founder of Oakmont group, which serves over fifteen percent of the Forbes f
our hundred wealthiest individuals, as well many other high net worth famil
ies and business owners. From its inception, Oakmont has helped families tr
ansition and protect their wealth.
Oakmont has served as the bac
k office of three of the major national accounting firms, national banks an
d law firms and many of America's largest RIA wealth management firms.
Matt has served on multiple corporate boards, was the founding share
holder and board member of the largest and fastest growing insurance startu
p, which resulted in a successful exit, returning 78 times on investment in
11 years. In addition, he has helped create products for the insurance ind
ustry, benefiting high and ultra-high net worth clients.
Ma
tt is married to Jeri. Next year, they will celebrate forty years together.
They have two grown children, and one grandchild. He is an avid skier and
outdoorsman. He loves traveling with Jeri, reading, running, working out an
d spending time with family and friends at his home in the mountains.
DTSTAMP:20261024T225841 DTSTART;TZID=America/Denver:20231121T070000 DTEND;TZID=America/Denver:20231121T080000 SEQUENCE:0 TRANSP:OPAQUE END:VEVENT END:VCALENDAR