Flavin Financial Services, Inc.

Barbara Nooney is a CFP® and PFS™ credentialed advisor with 11 years of industry experience. She is a partner at Flavin Financial Services, Inc., where she has worked since 2015, and also holds a CPA designation through her partnership in Flavin, Nooney & Person, an accounting firm. Outside of financial advising, she serves as a CPA partner at the accounting firm, working approximately 150 hours monthly. Flavin Financial Services provides discretionary wealth management and retirement plan advisory services to individuals, families, trusts, estates, corporations, small business owners, foundations, and municipalities. The firm emphasizes a fundamental analysis investment approach combined with diversification and customized allocations aligned with client goals and risk tolerance, offering integrated tax and financial planning through its affiliation with an accounting practice.

Matthew Treskovich is a CFP®, CFA®, and PFS™ with ten years of industry experience. He is a financial advisor with Flavin Financial Services, Inc. and has prior experience at Chas. P. Smith and Associates, P.A., C.P.A.'s. Outside of his advisory role, he is a managing member of a technology consulting firm, a partner at an accounting firm, active in horse training management, and serves as treasurer for a local Boy Scout troop. Flavin Financial Services, Inc. provides discretionary wealth management and retirement plan advisory services to individuals, families, trusts, estates, corporations, small business owners, foundations, and municipalities. The firm’s investment approach combines fundamental analysis with diversified fund allocations, managing portfolios on a discretionary basis and offering integrated tax and financial planning through its affiliation with an accounting practice.

William Mcdavid is a financial advisor at Flavin Financial Services, Inc. with 22 years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to joining Flavin Financial Services in 2026, he was with McDavid & Company Wealth Management Services for 22 years. He is also the managing shareholder of a CPA firm, McDavid & Co., PA. Flavin Financial Services provides discretionary wealth management and retirement plan advisory to a range of clients including individuals, families, trusts, corporations, and municipalities. The firm’s investment approach emphasizes fundamental analysis and diversification, offering customized portfolio management and integrated tax and financial planning services.

Tyler Heckman is a CFP® professional with one year of industry experience, currently serving at Flavin Financial Services, Inc. He has prior experience at Flavin, Nooney & Person and other financial and insurance firms. He is also a partner in an accounting firm and serves as treasurer for a local nonprofit organization. Flavin Financial Services provides discretionary wealth management and retirement plan advisory services to a range of clients including individuals, families, trusts, and businesses. The firm emphasizes fundamental analysis and diversified portfolios, integrating tax and financial planning through its affiliation with an accounting practice.

Thomas Flavin is a CFP® and PFS™ credentialed advisor with 11 years of industry experience, based in Melbourne, FL. He has been affiliated with Flavin Financial Services, Inc. and its predecessor entities since 1999, and he is also CEO and shareholder of Flavin Nooney & Person, a certified public accounting firm. Outside of his financial advisory work, Thomas serves as acting Head of School and past board chair at Holy Trinity Episcopal Academy, a nonprofit K-12 church-affiliated school. Flavin Financial Services provides discretionary wealth management and retirement plan advisory services to individuals, families, trusts, estates, corporations, small business owners, foundations, and municipalities. The firm’s investment approach emphasizes fundamental analysis and diversification, managing portfolios on a discretionary basis with tailored allocations aligned to client goals and risk tolerance. Its affiliation with an accounting practice and integrated tax planning distinguishes it within the advisory community.