How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Jeremy M. Matranga, RFC
President & CEO
(832) 442-5055
JEREMY M. MATRANGA, RFC is a well-known financial educator, author and speaker. He also is the President and Founder of Platinum Tax & Wealth Management, LLC. His experience is in helping individuals and companies develop custom money...
Cindy D. Matranga
Vice President of Operations
(832) 442-5055
Cindy D. Matranga is the Vice President of Operations and Partner for Platinum Tax & Wealth Management. She has substantial experience working with the public. Cindy has been in the financial services industry for about 10 years and...
Doreen Patrick, ACS®
Office Assistant
(832) 442-5055