At Mattern Capital, we build client relationships before we create client accounts. For us, it begins by listening to ensure there’s alignment and that we’re a good fit for one another. From there, we rely on transparency and candor, which is why getting to know you before we work together is so important.

In addition, we operate strictly as a fee-only fiduciary. This distinction means we do not receive any commissions from the companies behind any financial product(s) we recommend to our clients. Following a fee-only fiduciary model allows us to provide the most objective and transparent service we can. Without the conflict of interests associated with operating as a commission-based model, we are free to focus solely on what’s in our clients’ best interests.

You’ve worked hard to get where you are today and you need to be able to trust the individuals managing your wealth.

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.

With 27 years of finance and wealth management experience, Perry founded Mattern Capital Management, LLC in 2019 to provide “Personal CFO” fiduciary services to high net worth families, successful individuals, and businesses. He has a deeply held belief that people’s financial picture is about much more than their money – it’s about their entire life story. His own story is one of growing up in a small town, working in the family store and on his grandparents’ farm, and carrying with him the values of hard work, integrity, attention to detail, and the importance of family. Perry and his wife live in Evergreen and have two adult children. Outside of family and work, he has a passion for game theory and the study of decision making, probability and statistical analysis, golf, and mountain biking.

Caryn has been in the financial services industry for more than 25 years and has worked with Perry since 2014. She is responsible for practice management, administration, and compliance. Caryn enjoys spending time with her two children and volunteering with several non-profit organizations in her free time.

Ryan began working with Perry in 2004 and has almost 20 years of financial experience. She’s responsible for client relationships, service, and operational management. She lives in Littleton with her husband and their twin boys. In true Colorado style, they love the outdoors and can often be found camping, fishing, skiing, and hiking.

Lucas brings more than a decade of wealth management experience to the Mattern team with specific understanding of the depth and unique complexity presented by successful individuals, business owners and high-net-worth families. He particularly enjoys discovering clients’ goals, aspirations, and unique financial situations. He, his wife and two children relocated from the Chicago area to Colorado. They love to explore the West while hiking, biking and RVing.

Ryan joined Mattern Capital with 15 years’ experience in Wealth Management. His focus is on addressing total balance sheet needs and delivering customized client solutions. Ryan works closely with Perry in the development and the implementation of advanced cash flow based financial and comprehensive wealth management plans. Ryan is a Colorado native and an avid Buffs fan. He lives in Denver with his wife and young daughter.

Parveen joined Mattern Capital as a computer science engineer turned financial professional. He works closely with the entire investment team, assisting in developing personalized, comprehensive financial planning. Parveen recently completed his coursework and comprehensive testing as a candidate for the Certified Financial Planner® professional designation. A first-generation immigrant and 26-year Coloradan, he enjoys family time with his wife and two children, volunteer work, and hiking.

Kelly has worked in the financial industry since 2017. She is responsible for portfolio management and leverages her experience in institutional trading and portfolio administration to complement the Mattern Capital team. Kelly lives in Denver with her partner and their King Charles Cavalier. She is passionate about travel, is an avid reader, and enjoys spending time in the mountains of Colorado.

Jennifer has managed affairs and interactions for financial services clients since 2011. As a recent addition to our relationship team, she provides operational support to service on-demand client needs and especially appreciates getting to know the people that Mattern Capital serves. Jennifer has called the West home in both New Mexico and Colorado. She enjoys reading, exploring our state’s hiking trails, and trips with her husband to visit their two adult sons in Albuquerque and Berkeley.

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.