Meet the Team

Curtis Stoltzfus, CFP®, CAP®, CPFA®, CKA®

Curt serves as the Chief Compliance Officer and Portfolio Manager, which gives him oversight of the firm’s regulatory compliance alongside investment management. Curt has over 25 years of experience within the industry and is also passionate about financial planning. A graduate of Liberty University, Curt holds a B.S. in Accounting, as well as his Certified Financial Planner (CFP®), Charted Advisor in Philanthropy (CAP®), Certified Plan Fiduciary Advisor (CPFA®), and Certified Kingdom Advisor (CKA®) designations.

Curt, his wife, Kelly, and their four children live in Pennsylvania, where they are active in their local church. In his free time, Curt enjoys golfing, skiing, and serving as an eagle-eyed commissioner of the firm’s fantasy football league. Coaching youth sports is a major part of Curt’s volunteer work, including basketball, soccer, and baseball.


Matthew Melott, CFP®

In his role as Portfolio Manager, Matt leads the investment team in research and analysis within the FEVRR process. Matt thrives on applying market and industry knowledge in tangible ways to serve advisors’ and their clients’ needs.  Prior to joining the firm, Matt worked at a New York advisory firm as a trader and analyst. A graduate of Penn State University, Matt holds a B.S. in Finance and the Certified Financial Planner (CFP®) designation.

Matt loves the outdoors, being involved with youth ministry, MMA, card and board games, and watching sports. He is an active volunteer who has traveled extensively to help others, including Haiti and Northern Ireland. Matt and his wife, Kiley, have two children, Remmi and Maddux, along with a golden retriever, Milo.