Kirk Matteson, CPA
Managing Member & Investment Advisor Representative
Kirk is a fourth-generation Oregonian, and has learned a great deal of his work ethic on his family farm in Table Rock, OR. He grew up witnessing hard work, and participated in that hard work at an early age. Kirk graduated from Southern Oregon University, majoring in accounting, with a minor in philosophy. Even while practicing as a Certified Public Accountant and working in a West Coast regional firm, the philosophy minor was as necessary to his success as any university business class, and its importance continues today.
As a CPA, Kirk has assisted numerous clients with tax planning and business-management issues of all kinds. In 2004, he made a career shift to financial counseling and advising. Today, Kirk maintains his CPA certificate and Personal Financial Specialist (PFS) designations.
Kirk's present sports interests are tennis, fishing and white-water boating. For relaxation, he plays the guitar, harmonica, and sings, but not all at the same time.