Erwin M Matthews, CPA/PFS, MBA

With over 20 years experience as a financial professional, he has practiced as CPA with a big-four public accounting firm, operated a tax practice, and now advise individual and small business clients.  His career as a financial advisor started with American Express Financial Advisors, where he became a franchise owner and Branch Manager.  He built a successful branch with six advisors while managing a $30 Million practice.  He achieved many accomplishments in his 10 years with the company.  In 2004, he transitioned his practice to Merrill Lynch as a Senior Financial Advisor.  With Merrill Lynch, he managed his personal practice and was a Partner on the $50 Billion Corporate & Institutional Advisory Team, the largest team in the company.  In May 2009, he became independent and launched One Source Advisory, which represents the firm that brings the client all the key services and expertise from 'One Source'.  "This role allows me to operate as a CPA and Financial Advisor, but with greater independence and resources to elevate the client experience."  

"One Source allows me to deliver a more comprehensive service to the client  ......the independence provides greater resources to deliver leading edge and unbiased solutions to the client's most pressing needs..."