At Mattern Capital, we believe exceptional wealth management is a team effort. While relationships are at the heart of what we do, our strength comes from the collective expertise of our firm. Every member of our team plays a role in delivering thoughtful, strategic, and personalized guidance—ensuring that our clients receive the highest level of service and attention.
As a boutique, fee-only fiduciary firm, we operate with full transparency and a singular focus: doing what’s best for our clients. We take the time to understand your values, goals, and financial complexities so we can craft tailored solutions that support you and your family—now and for generations to come.
You’ve worked hard to build your success. We’re here to help you protect it, so you can focus on what matters most.
Transparent by nature.
Relationships are at the heart of our business.
Before you share your story with us, let us tell you a little about our team.
For more than 30 years, Perry Mattern has been a trusted advisor to successful individuals and families. As the founder of Mattern Capital, he draws on a rare combination of technical depth and practical insight in investment strategy, tax and estate planning, and the multifaceted demands of significant wealth.
Perry’s value lies not only in his technical expertise—though he holds CFP®, CIMA®, and CPWA® credentials—but in his ability to connect with clients as a true partner. He offers sound counsel and strategic thinking across a range of life events: from major liquidity events and generational wealth planning to unexpected transitions like illness, divorce, or loss. He helps clients move forward with clarity, confidence, and peace of mind.
With experience shaped by decades of economic cycles, regulatory changes, and market disruptions, Perry combines insight, steadiness, and a rare ability to simplify the complex. Clients often say they rely on him for far more than financial advice, he’s their sounding board, guide, and steady hand.
Perry lives in Evergreen with his wife and enjoys time outdoors, especially golf and mountain biking. They have two grown children.
With more than two decades of experience supporting clients and working alongside Perry Mattern, Ryan Cashman is a trusted point of contact for individuals and families at Mattern Capital. As a Client Relationship Manager, she brings unmatched consistency, responsiveness, and care to her work—ensuring that every client feels heard, supported, and well cared for.
Clients value Ryan’s ability to simplify the complex. Whether handling sensitive financial logistics or answering day-to-day questions, she provides clarity, empathy, and efficiency. Her dedication allows clients to focus on their lives while trusting that the details are in good hands.
Ryan holds a degree in Finance from the Metropolitan State University of Denver and is a Financial Paraplanner Qualified Professional™. She works seamlessly with the Mattern Capital team to ensure a smooth, coordinated experience for every client.
Outside of the office, Ryan enjoys spending time with her husband and family, especially fishing and visiting their college-aged twin sons.
Ryan Dow brings nearly two decades of experience in wealth management, with a career spanning 15 years at Wells Fargo Advisors before joining Mattern Capital in 2021. A Certified Financial Planner™ (CFP®), he holds a BA in Economics from CU Boulder and an MBA from CU Denver.
Ryan is driven by a deep commitment to building lasting relationships and guiding clients through life’s financial complexities. He believes in providing a steady, unbiased voice, helping individuals and families create and stick to financial plans that align with their goals. His approach emphasizes clarity—breaking down industry jargon so clients feel confident in their decisions.
A Colorado native, Ryan enjoys spending time outdoors with his wife and two daughters, golfing, skiing, and cheering on the CU Buffs and Broncos. In the summer, you’ll find him tending to his backyard salsa garden.
Caryn Egbert has spent more than three decades in wealth management and has been a key leader at Mattern Capital since its founding in 2019. Her passion for order, structure, and integrity makes her a natural leader in the firm’s compliance and operational strategy—functions that are essential to protecting client interests and supporting Mattern’s long-term success.
With meticulous attention to detail, Caryn oversees the regulatory and operational framework that ensures clients experience seamless service and absolute trust in the firm’s stewardship. While her role is largely behind the scenes, her impact is seen in every well-executed process and every client who feels confident knowing their wealth is in capable, conscientious hands.
Caryn is proud of Mattern Capital’s disciplined, model-based approach and the way the firm becomes a trusted resource in all aspects of a client’s financial life.
She lives in Denver with her two children and enjoys landscape design, volunteering with her church, and a good British crime drama.
Kelly Freeman has worked in the financial industry since 2017 and brings deep expertise in institutional trading and portfolio administration to Mattern Capital. As an Investment Manager, she ensures that every trade is executed with precision.
Kelly’s analytical mindset and strong attention to detail allow her to navigate complexity with clarity and precision. She works closely with our wealth advisors and client relationship managers to ensure that client accounts are optimized for each client’s unique short and long-term financial goals and objectives.
A graduate of the University of Kansas with a degree in Economics, Kelly lives in Denver with her partner and their King Charles Cavalier, Gatsby. She is passionate about travel, an avid reader, and loves spending time in the Colorado mountains.
With a background in computer engineering and a Certified Financial Planner® designation, Parveen Gupta brings a meticulous and analytical approach to wealth management. His experience in technology and financial services gives him a unique ability to break down complexity, identify patterns, and craft solutions tailored to each client’s needs.
Parveen’s relentless curiosity and commitment to precision mean that no detail is overlooked. He believes in educating clients, ensuring they understand their options, and making informed financial decisions with confidence. His approach combines data-driven analysis with a deep understanding of family dynamics, values, and goals—always prioritizing what’s best for each individual. Above all, he finds fulfillment in answering the fundamental question, “Am I going to be okay?” and helping clients achieve financial peace of mind.
A lifelong learner, Parveen enjoys spending his free time hiking, volunteering, and making memories with his wife and two children.
Jennifer Lioce has been providing client-focused support in financial services since 2011, bringing a blend of warmth, precision, and dedication to her role as Client Relationship Manager at Mattern Capital. She ensures clients receive seamless service, handling operational details so they can focus on what matters most.
Jennifer takes pride in building relationships and being a steady resource for clients navigating life transitions—whether it’s planning for retirement, managing an estate, or celebrating milestones. Known for her friendly and genuine approach, she strives to bring clarity and peace of mind to every client interaction.
A graduate of the University of New Mexico with a degree in Organizational Communication and a Financial Paraplanner Qualified Professional™ designation, Jennifer values continuous learning. She and her husband enjoy hiking, traveling, and visiting their two sons whenever they have the chance.
Bryan Nicholls serves as Mattern Capital’s Director of Operations, bringing more than a decade of experience in financial services across institutional equities, investment banking, and wealth management. His role is to provide oversight, structure, and efficiency across the firm’s operational and financial planning professionals to ensure that every client interaction is executed flawlessly and runs smoothly behind the scenes.
With a meticulous eye for detail and a steadfast commitment to client service, Bryan plays a key role in reinforcing the trust that clients place in Mattern Capital. His philosophy is simple: communication and always acting with a sense of urgency is everything. By setting clear expectations and delivering on them, he helps provide clients with confidence and peace of mind, knowing their financial matters are in expert hand.
Bryan holds a BS from the University of Montana and an MBA from Regis University. Outside the office, he enjoys reading, golfing, and spending time with his wife of more than 25 years and their three children.
With more than a decade of wealth management experience, Lucas Wandell brings deep expertise in financial planning and investment strategy to Mattern Capital. A graduate of the University of Illinois at Chicago’s finance program, he holds multiple industry designations, including CFP® (Certified Financial Planner™), CHFC® (Chartered Financial Consultant®), and CRPC® (Chartered Retirement Planning Counselor®).
Lucas is passionate about helping clients simplify financial complexities so they can focus on what matters most. He believes that wealth management isn’t just about investments—it’s about building trust, providing sound guidance, and holding clients accountable to their long-term goals. His role is to ensure that clients have a partner they can rely on for clarity, direction, and financial peace of mind.
Outside of work, Lucas enjoys hiking, cycling, and camping with his wife and children as they explore everything the West has to offer.
comprehensive AND balanceD.
Your financial situation likely has many unique layers to consider. At Mattern Capital, we don’t offer cookie-cutter, one-size-fits-all strategies. As a fee-only fiduciary, whether we manage your assets, provide financial planning, or wealth management advice, we are singularly focused on what’s in your best interests. Our depth of knowledge and breadth of services is tailored to complement and support the varied needs of our affluent clients.