YOUR TEAM

MATTHEW MANN, CFP®, EA

WEALTH MANAGER & MANAGING PARTNER

Matt is the founding partner of Hicks & Mann, bringing over 15 years of experience to the firm’s integrated wealth management practice. Since 2012, he has led the firm’s evolution into a holistic advisory team focused on the ‘total financial picture’. Today, he directs our group of specialized Wealth Managers in designing tax-efficient investment strategies that help families navigate retirement and secure their financial legacy.

RYAN TOTTEN, CFP®, EA

WEALTH MANAGER & PARTNER

Ryan serves as a Wealth Manager, providing personal advocacy for our clients’ total financial well-being. As a CFP® , he specializes in building comprehensive investment plans that deliver the clarity and year-round guidance families need to secure their retirement and long-term legacy.

HUNTER RAMBIN, CFP®, CPA

WEALTH MANAGER & PARTNER

Hunter serves as a Wealth Manager, bringing high-level technical precision to the Hicks & Mann team. Holding both the CPA and CFP® designations, he bridges the gap between complex tax structures and wealth preservation, ensuring every investment decision supports a client’s broader financial plan.

LAUREN COOPER

CLIENT RELATIONS MANAGER

Lauren specializes in high-end customer service. As a client, she’s your go-to for anything that’s needed.

DAVID LAU

ASSOCIATE WEALTH MANAGER 

David acts as a technical and operational bridge for the firm, supporting senior advisors by building comprehensive financial plans, conducting investment research, and managing day-to-day client communications.

GLORIA GOETZ

DIRECTOR OF ADMINISTRATION & FINANCE

Gloria oversees all internal financial operations including bookkeeping, billing, and payroll while simultaneously managing office workflows and HR requirements. She bridges the gap between back-office accuracy and front-office efficiency, ensuring that the firm’s operational “engine” remains compliant and organized so the advisors can focus entirely on client relationships.