Matthew Schulman is our Tax Planning Associate, helping clients navigate the complexities of tax strategy and preparation. He integrates tax planning into the broader wealth management process, ensuring tax-efficient strategies align with clients’ long-term financial goals. Matthew also collaborates with advisors on qualified charitable distributions, donor-advised funds, Roth IRA conversions, and other tax planning opportunities.
Originally from Kansas City, he relocated to Charlotte, NC, in 2016. He earned his Bachelor’s degree in Accounting with a concentration in Financial Analysis from NC State University in 2023. He is currently pursuing his Enrolled Agent (EA) designation to deepen his tax expertise and better serve clients in achieving their financial goals.
Beyond his professional work, Matthew values family, fitness, and sports. He enjoys spending time with loved ones, staying active, and attending live events. He’s an avid fan of the NFL, college football, and college basketball. Whether at a game, a concert, or exploring new experiences, Matthew prioritizes meaningful connections in both his personal and professional life.
