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 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. 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.
Before joining Mattern Capital, Amanda DePriest spent nearly a decade in client service and financial education, building the foundation for her role as a Financial Planning Analyst. She began her career at Charles Schwab in 2016 after earning her degree in Business from Boise State University, where she developed a strong foundation in financial principles and a passion for helping others navigate their financial lives.
At Mattern Capital, she supports the development and implementation of comprehensive financial plans that help clients make informed, confident decisions about their future.
She works closely with advisors to analyze data, prepare recommendations, and provide meaningful insights, ensuring every plan is both technically sound and aligned with the client’s goals and values. Her thoughtful, analytical approach, attention to detail, and dedication to service help elevate the client experience across the firm.
Amanda enjoys making the most of her time outdoors—whether hiking, snowboarding, or taking in concerts at Red Rocks. She has visited all 50 U.S. states and looks forward to exploring more of the world.
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. 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.
Riley Govan brings strong analytical skills, a solid foundation in finance, and a commitment to client service to his role as a Financial Planning Analyst at Mattern Capital. In this role, he supports the development and execution of personalized financial plans, working closely with the advisory team to ensure each plan reflects the client’s unique goals, priorities, and circumstances.
Before joining Mattern Capital, Riley served as a Client Associate and Financial Analyst at Synergy Capital of Colorado. His previous experience, combined with a BS in Finance from Colorado State University, prepared him well for the dynamic, client-centered environment of Mattern Capital.
Riley is passionate about continuous improvement and believes in doing the work, intellectually and personally, to better serve both clients and colleagues. A Colorado native, he enjoys golf, time with friends and family, and finding new ways to challenge himself both inside and outside the office.
With a background in computer engineering and advanced training in financial planning and private wealth management, 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.
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.
Ashley Payne brings a thoughtful, relationship-focused approach to her role as Senior Client Relationship Associate at Mattern Capital. With a background spanning financial services, operations, and client support, she is passionate about helping clients feel heard, supported, and confident throughout every stage of their financial journey.
Before joining Mattern Capital, Ashley spent several years with Charles Schwab, where she developed extensive experience in client service and relationship management. Prior to transitioning into wealth management, she spent a decade with Mercedes-Benz USA/Daimler, managing complex financial operations and supporting dealerships across the Northeast region and Puerto Rico. During both Hurricane Sandy and the COVID-19 pandemic, Ashley volunteered for additional responsibilities to help clients navigate challenging financial circumstances, experiences that reinforced her commitment to serving others in meaningful ways.
Ashley believes exceptional client service begins with listening. Clients appreciate her patience, warmth, and ability to make conversations feel approachable and personal. She works closely with the Mattern Capital team to ensure clients receive responsive, thoughtful support and a seamless experience.
Originally from Texas, Ashley now calls Colorado home. Outside of work, she enjoys an active lifestyle that includes tennis, hiking, ministry work, flower arranging, and spending time with family and friends.
Brendon Smith brings nearly a decade of experience in the financial services industry to his role as a Private Wealth Advisor at Mattern Capital. Prior to joining the firm, he served as a Financial Advisor with Fidelity Investments in Denver, where he helped individuals and families navigate important financial decisions with greater clarity and confidence.
Brendon earned his degree in Economics-Finance from Bentley University, where he also competed as a collegiate athlete. His academic background, combined with a disciplined and analytical mindset, helps him bring clarity and structure to complex financial decisions while guiding clients toward their long-term goals.
Brendon’s process begins with listening. He takes the time to understand each client’s unique circumstances, priorities, and long-term goals, helping simplify complex financial lives into thoughtful, organized strategies. Clients value his ability to provide objective guidance, cut through market noise, and bring structure and clarity to important financial decisions.
He believes wealth management is ultimately about helping clients feel confident and secure — not only in their financial future, but in their ability to enjoy life along the way.
Originally from Scarborough, Maine, Brendon relocated to Denver from Boston in 2022. Outside of work, Brendon enjoys skiing, hiking, golfing, traveling, and spending time with his family and friends. While he has embraced Colorado life, he remains connected to his New England roots by faithfully cheering on Boston sports teams.
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.