Flavin Financial Services, Inc.

Barbara Nooney is a CFP® and PFS™ with 10 years of experience, currently serving at Flavin, Nooney & Person since 2008. She is also a partner in an accounting firm where she works as a CPA. Flavin Financial Services provides discretionary wealth management and retirement-plan advisory services to individuals, trusts, small businesses, and plan sponsors. The firm manages approximately $205 million in assets and employs a fundamental analysis approach to portfolio construction, utilizing ETFs, mutual funds, individual stocks, and bonds tailored to client goals.

Matthew Treskovich is a CFP® professional with nine years of industry experience, currently advising at Flavin Financial Services, Inc. He has held roles at several firms including Chas. P. Smith and Associates, P.A., and maintains a CPA partnership at Matthew A. Treskovich CPA PA. Outside of financial advising, he manages a horse training business and serves as treasurer for a local Boy Scout troop. Flavin Financial Services provides discretionary wealth management and retirement-plan advisory services to individuals, trusts, small businesses, and plan sponsors. The firm applies fundamental analysis in constructing diversified portfolios tailored to client objectives, conducts due diligence on third-party managers, and emphasizes participant education through seminars and workshops.

Tyler Heckman is a CFP® professional with Flavin Financial Services, Inc. in Melbourne, FL, and has been with the firm since 2025. He holds a partner role at Flavin, Nooney & Person Accounting Firm and serves as treasurer for the nonprofit organization Space Coast Discovery. His background includes experience in accounting and insurance prior to joining Flavin Financial Services. Flavin Financial Services provides discretionary wealth management and retirement-plan advisory services to individuals, trusts, small businesses, and plan sponsors. The firm employs fundamental analysis to guide investment decisions and offers tailored portfolios using ETFs, mutual funds, stocks, and bonds, along with ongoing financial planning and account monitoring.

Thomas Flavin is a CFP® and PFS™ with 10 years of experience at Flavin Financial Services, Inc., where he serves as an advisor. He also holds roles as CEO and shareholder at Flavin Nooney & Person, CPAs and Advisors, a certified public accounting firm, and is actively involved in education as the acting head of Holy Trinity Episcopal Academy, a private K-12 school where he previously served as board member and past chair. Flavin Financial Services provides discretionary wealth management and retirement-plan advisory services to individuals, trusts, small businesses, and plan sponsors. The firm manages approximately $205 million in client assets using a fundamental analysis-driven investment approach and offers services including financial planning, portfolio management, and co-advisory arrangements.