Our Team PROFESSIONAL AND KNOWLEDGEABLE STAFF David M. Matles, AIF® President dave@gomatles.com Robert Baytosh, CFP® Vice President, CERTIFIED FINANCIAL PLANNERâ„¢ robert@gomatles.com Allison Keith Customer Service Manager allison@gomatles.com Max Matles, CFP® CERTIFIED FINANCIAL PLANNERâ„¢ max@gomatles.com Robert McLain Marketing marketing@gomatles.com Juliana Garces Creative Director