OUR TEAM
A different kind of planning experience
Matthew R. Etzler
Certified Financial Planner™, Certified Retirement Counselor®, Chartered Retirement Plans Specialist℠, Chartered Federal Employee Benefits Consultant℠
The "Not-So-Professional" Bio
A native of Northern California, Matt grew up with an appreciation for family, community, and hard work. Matt's personal mission: Live a compelling vision, balance work and family, celebrate and have fun!
Married to his best friend, Matt and Jill have three adult children that reside in Texas, Florida, and California. They encouraged their children to spread their wings and fly... and fly they have!
Math was Matt's least favorite subject in school. English was his favorite. Music was his passion. Matt continues to sing on occasion and still wonders, what if the Hokey Pokey IS really what it's all about?
Early in his adult life, Matt moonlighted as a professional Disc Jockey. In fact, Matt's first dance with his wife Jill occurred at a party she hired him for! Now, 30+ years later... they're still dancing!
Matt has a history of helping young women pursue success in the sport of fastpitch softball and in life. Character, not talent, determines one’s destiny. Talent will get you to first base, but character will get you home.
The Professional Bio
Matthew R. Etzler (Matt) is founder of Etzler Financial Advisors, LLC. For more than 30 years, Matt has helped to shape the well-being of others by providing seasoned guidance and solutions.
Matt values education as a way to better serve others and has earned the following designations:
- Certified Financial Planner™ (CFP®)
- Certified Retirement Counselor® (CRC®)
- Chartered Retirement Plans Specialist (CRPS®)
- Chartered Federal Employee Benefits Consultant (ChFEBC℠)
Matt’s dedication as a professional advisor carries over to the community as well. Over the years, his leadership has touched a number of community organizations including service as a governing member for both an elementary and secondary school district, an arts council, county fair, city commission, and various youth organizations.
Sarah Hammack
Client Care Associate
Originally from the Red Bluff area, Sarah recently returned to Northern California. Living in New Mexico for 28 years, Sarah grew up on a ranch where she rounded up cattle, built fences, and learned the value of hard work. Sarah also developed a love for the great outdoors while living on the ranch. Whether carving down the slopes on her snowboard, kayaking, or hiking, Sarah will seize any opportunity to be outside. Her favorite place to hike is Table Mountain where the springtime hills are covered with wildflowers and the waterfalls are beautiful.
Sarah is the proud mom of two boys. Her oldest is currently serving in the Navy and her youngest is about to graduate from high school and head off to college. Sarah loves to travel, try new foods, and invites new experiences. Life is meant to be lived and Sarah never wastes time to learn something new. Swimming with Whale Sharks and biking through a jungle in the pouring rain to hike a Mayan temple are some of her favorite adventures thus far. Sarah still has a bucket list of adventures to go.
Sarah has over 20 years of experience working in customer service and has a passion to help others. Sarah has a Bachelor’s degree in Business Administration from Eastern Oregon University and is currently continuing her education at Shasta College.Maison Etzler, FPQP®
Financial Paraplanner
Born in Northern California, Maison was raised to believe that anything in life that you want you can achieve through hard work and perseverance. Admittedly a dreamer, Maison is not afraid to make mistakes in pursuit of his dreams. He loves living spontaneously and in 2014, Maison packed up all of his possessions and drove across the country in his "99" Chevy Lumina to create a life in Orlando, Florida without a job or a home.
Still a resident of Florida, Maison enjoys sunshine year around and spending time on the beach with his friends and his four-legged child, Thaddeus. Maison also enjoys recording podcasts, playing video-games, and a good debate regarding any subject he is passionate about.
Maison's work experience includes positions with American Express, the Walt Disney Company, and Best Buy. Maison obtained the Financial Paraplanner Qualified Professional™ (FPQP®) designation and uses his analytical and problem-solving skills to support the financial planning process and client deliverables.
PROFESSIONAL ASSOCIATIONS
Entering into an advisory relationship is an important decision that has significant lifelong implications.
For this reason, we offer a no-charge, no-obligation introductory consultation. During the consultation, you will meet with a Certified Financial Planner™ professional to discuss what's important to you. If we're in a position to help you and we're a good fit, we'll provide you with a written proposal that outlines how we will help you and what to expect. And because we're fee-only fiduciary advisors, you can be assured that you will receive real advice and planning, never a sales pitch.
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Etzler Financial Advisors, LLC (“EFA”) is a registered investment adviser offering advisory services in the State of California and in other jurisdictions where exempted. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by EFA in the rendering of personalized advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable exemption.