MCM Wealth

Matthew Gropp is a financial advisor at MCM Wealth with a Series 65 designation and four years of industry experience. He previously worked at Blue Hall Capital LLC for eight years before joining MCM Wealth in 2021. MCM Wealth provides investment advisory and financial planning services to individuals, trusts, family offices, and other clients, focusing on accredited investors. The firm employs a multi-asset class approach combining traditional and alternative strategies to customize portfolios based on client objectives and risk tolerances.

Brian Jackson is a CFP® professional with four years of industry experience, currently serving as an advisor at MCM Wealth. His prior roles include positions at Quontic Bank, Robinhood Financial, LLC, JPMorgan Securities LLC, and The Vanguard Group. MCM Wealth provides investment advisory and financial planning services to individuals, trusts, small-business pension plans, family offices, other RIAs, and pooled investment vehicles, focusing on accredited investors. The firm employs a multi-asset class approach that combines traditional equity and fixed-income exposures with alternative and hedging strategies, offering customized portfolios aligned with client objectives and risk tolerances.

Robert Hoyt is a financial advisor at MCM Wealth in Novato, CA, holding a Series 65 designation with 11 years of industry experience. He previously worked at Blue Hall Capital and Allied Health Professionals, LLC. MCM Wealth provides investment advisory and financial planning services to individuals, trusts, small-business pension plans, family offices, other RIAs, and pooled investment vehicles, primarily focusing on accredited investors. The firm employs a multi-asset class approach combining traditional and alternative strategies to customize portfolios according to client objectives and risk tolerances.

Geoffrey Hakim is a CFP® with 18 years of industry experience and is affiliated with Marin Capital Management (MCM) in Novato, CA. He has been with Marin Capital Management since 1996. Marin Capital Management provides investment advisory and financial planning services to individuals, trusts, small-business pension plans, family offices, other RIAs, and pooled investment vehicles, focusing on accredited investors. The firm employs a multi-asset class approach combining traditional and alternative strategies tailored to client objectives and risk tolerances, and offers services including portfolio management, advanced legacy planning, and consulting for business-owner exits and estate implementation.