Lily Hartnett, FPQP™
Senior 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.
Every family we work with gets the very best of Matter. We live our values and build authentic relationships with the families we serve.
We share our knowledge with families and each other and show up every day with curiosity, positivity, and appreciation for the work we do.