Matthew M. Paladini, CFP®
Financial Advisor, Founder

Prior to founding PFM in 2006, Matt developed his financial planning skills with two fee-only planning organizations. Matt spent four+ years at the international accounting firm of Ernst & Young, LLP in the Personal Financial Counseling/Investment Advisory Services division in the Firm's tax department. At Ernst & Young, Matt provided personal financial advice to corporate executives and business owners. Areas of specialized focus at E&Y included investments, stock options, tax strategies, retirement, financial seminars and estate planning.

In 2002, Matt joined Cain Watters & Associates, focusing on personal financial planning services for self-employed individuals, primarily dentists and healthcare professionals. In addition to personal financial planning services, business valuations and practice transitions, Matt provided specialty services to the firm’s retired clients, focusing on investment management, cash flow, and tax and estate planning.

Matt received his Bachelor of Business Administration in Finance from the University of North Texas, and he is a CERTIFIED FINANCIAL PLANNER.

Matt lives in Arlington with his wife Stephanie and their children Matthew, Andrew and William.


 

John E. Line, CPA, CFP®, CVA - This is not a CPA firm.
Financial Advisor, Partner

After more than a decade of financial planning experience, Johnny joined Paladini Financial Management in March of 2008. His exceptional technical knowledge, his commitment to independent fee-only planning and his personal commitment to client service make Johnny an integral part the PFM service team.

Johnny began his career in 1998 at the Tax Consulting Group of the international CPA firm Deloitte & Touche in Dallas. There he provided tax consulting services on the individual, corporate and partnership level before moving onto the fee-only planning firm of Cain Watters & Associates in 2001. At Cain Watters Johnny provided financial planning services and practice transition consulting to self-employed individuals, primarily dental and healthcare professionals.

Johnny received his Bachelor of Business Administration and Master of Taxation from Texas A&M University in 1997, and earned an internship with the international CPA firm of Ernst & Young in New York City. He is a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER, as well as a Registered Investment Advisor with the state of Texas.

In addition to these qualifications, Johnny is a Certified Valuation Analyst (CVA), which is the gold standard of accreditation for business valuation professionals. The CVA guidelines set the foundation for PFM’s dental practice valuations and transition strategies.

Johnny and his wife Shelly live in Dallas with their two young children, Lydia and James.


Wendy L. Kelly, CFP®
Financial Advisor

Wendy Kelly joined the PFM service team in September 2006, at its beginning stages. She worked administratively at PFM while attending graduate school and learned every aspect of services provided by PFM. Now, in addition to serving clients as a financial advisor, Wendy specializes in the research and analysis of investment options and portfolio construction. She puts her background in quantitative methods to work in constructing diversified strategies and investment models that offer clients a targeted expected rate of return needed to reach financial independence, all at a level of risk that the client is willing and able to assume.

Wendy currently works with dental professionals in all stages of their careers but specializes in those who are going through practice acquisition or transition.

Wendy earned a Bachelor of Science in Mathematics from Midwestern State University and a Master of Science in Quantitative Finance from the University of Texas at Arlington and is a CERTIFIED FINANCIAL PLANNER.

Wendy has made Arlington her home along with her husband Kris and their children Liam & Lila.


Mountain Road