Matthew Halick*, E.A.

Matthew graduated from Lewis University in Romeoville, Il, with a B.S. degree in Marketing. His history revolves around helping others which brought him to David White & Associates. He will soon celebrate his eighth year at the firm and became a Partner in 2023. Matt offers full comprehensive financial planning and works with his clients to help realize their goals and dreams. In order to further assist his clients, Matt has become an Enrolled Agent (EA) so that he can enhance tax discussions. 

Living in Concord with his wife Shiema and brand new baby girl, Matt continues to grow his business around the Bay Area and enjoys partnering with several of David White & Associate's advisors to assist him in bringing a superb client experience. Matt is an alumni from De La Salle High School and continues to live the mission of faith, integrity and scholarship.

When Matt isn't working, he spends a great deal of time in the Philippines.  He began an outreach program focusing on providing tools for students, enabling them to receive a proper education. Matt also enjoys golfing and is consistently looking for the next opportunity to help those in need.