Noah brings precision and a strategic mindset to his role as Data Specialist. As the 4th generation to serve in the family business, both Noah and his brother, Caleb, continue a proud legacy of helping families achieve financial clarity and purpose. Together, they embody the values of teamwork and dedication that define our mission. Noah’s early accomplishments, including being one of the youngest graduates of the Matson Method training program, demonstrate his commitment to excellence and to supporting the firm’s success.

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With a natural talent for organization and planning, Noah excels at creating systems that enhance efficiency and deliver results. His strategic approach ensures that every detail is accounted for, enabling the team to provide clients with exceptional service. Whether he’s streamlining workflows or managing complex data, Noah’s contributions strengthen the unified efforts of the team to serve families.

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Outside the office, Noah’s love of strategy carries over into his personal life. He enjoys playing strategy games, savoring a good cup of tea, and traveling with his wife, Kristi. His thoughtful and collaborative approach reflects the same principles that guide the firm—working together to build a meaningful legacy for the families they serve.