Lily Hartnett, FPQP™Client Service Consultant
Lily joined Matter more than 20 years ago as a receptionist and administrative assistant. Her strong organization skills and attention to detail quickly made her an invaluable asset to our client teams, and she soon took over all account opening and titling, money movement, and check requisitions.
A certified Financial Paraplanner Qualified Professional™, Lily is also a primary contact with the Schwab service team, and she is skilled in servicing brokerage accounts and processing alternative investment subscription booklets. When she’s not serving Matter families, Lily enjoys reading and traveling.