Starr-Mathews Financial, LLC

Max Holland is a CFP® certificant with six years of industry experience, currently serving as an advisor at Starr-Mathews Financial, LLC since 2018. Prior to joining the firm, he worked at RM Dobbs & Company CPAs for six years. Holland also provides tax preparation services through Max Capital Advisors, LLC, assisting both investment and non-investment clients. Starr-Mathews Financial serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering discretionary portfolio management, financial planning, and qualified retirement plan services. The firm employs a long-term investment approach with written Investment Policy Statements and provides formal ERISA fiduciary services alongside a wrap-fee program.

Jason Holland is a Certified Financial Planner™ and Certified Public Accountant with 22 years of experience. He has been with Starr-Mathews Financial, LLC since 2005. In addition to his advisory role, he provides tax preparation services through a separate entity, Holland Capital Advisors, Inc. Starr-Mathews Financial, LLC serves individual and high-net-worth clients, as well as pension and profit-sharing plans, offering discretionary portfolio management, financial planning, and qualified retirement plan services. The firm emphasizes fundamental analysis with a long-term orientation and provides ERISA fiduciary services and a wrap-fee program.

Lisa Mccanless is a CFP® professional with 13 years of industry experience. She has been with Starr-Mathews Financial, LLC since 2007. Starr-Mathews Financial, LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering discretionary portfolio management, financial planning, and qualified retirement plan services. The firm employs fundamental analysis with a long-term trading orientation and provides specialized ERISA fiduciary services and a wrap-fee program.

James Mathews is a financial advisor at Starr-Mathews Financial, LLC with 13 years of industry experience. He holds the Series 66 designation and has been with Starr-Mathews Financial since 2005. The firm serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering discretionary portfolio management, financial planning, and qualified retirement plan services. Starr-Mathews Financial employs a long-term trading approach based on fundamental analysis and provides customized Investment Policy Statements, along with unique services such as ERISA fiduciary plan management and a wrap-fee program.

Daniel Payne is a CFP® with 13 years of experience at Starr-Mathews Financial, LLC and has worked in the financial industry for 24 years. He has provided services through Physicians Insurance Program since 2014 and operates his own accounting and tax preparation practice serving small businesses. Starr-Mathews Financial is a team firm serving individual and high-net-worth clients as well as pension and profit-sharing plans. The firm offers discretionary portfolio management, financial planning, and qualified retirement plan services, with a focus on fundamental analysis, long-term trading, and ERISA fiduciary responsibilities.

William Saville is a CFP® professional with eight years of experience at Starr-Mathews Financial, LLC, where he has worked since 2017. Prior to that, he spent 24 years at Regions Bank. Starr-Mathews Financial serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary portfolio management, financial planning, and qualified retirement plan services. The firm employs a long-term investment approach with written Investment Policy Statements and offers a wrap-fee program alongside managed accounts.