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Team

How We Work

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.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Jeremy M. Matranga, RFC

President & CEO

(281) 362-1444

(832) 442-5055

Jeremy@PlatinumTWM.com

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...

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Cindy D. Matranga

Vice President of Operations

(281) 362-1444

(832) 442-5055

Cindy@PlatinumTWM.com

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...

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Doreen Patrick, ACS®

Office Assistant

(281) 362-1444

(832) 442-5055

doreen@PlatinumTWM.com

Doreen joined PTWM in 2019 and her responsibilities include appointment scheduling, account paperwork, marketing, and website maintenance. With over 15 years’ experience of working in the financial services industry she also...
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