David Matulewicz is a Founding Partner and oversees Holos Integrated Wealth. \u00a0He ensures that all of the interests represented by our company work in concert to best serve our clients\u2019 needs.<\/p>\n\n\n\n
Our clients’ financial goals are fulfilled by Dave interconnecting the various day to day tasks for our office. From financial planning and investment management to tax planning, Dave oversees that all financial advisory tasks are done in concert with one common goal, our clients\u2019 success.<\/p>\n\n\n\n
Dave began his career nearly two decades ago at Wells Fargo, where he earned many of the firm\u2019s top achievement awards. \u00a0In 2015, Dave joined Brian Stephenson in forming Holos Integrated Wealth. \u00a0Prior to his financial services career, Dave served honorably in the United States Army.<\/p>\n\n\n\n
Away from the office, Dave enjoys coaching his daughters\u2019 sports teams and spending family time at the beach. He and his wife Annalise have three daughters; Ella, Grace and Mary. Dave is active in the community as his family is a member of St. Agnes Parish.<\/p>\n","protected":false},"excerpt":{"rendered":"
David Matulewicz is a Founding Partner and oversees Holos Integrated Wealth. \u00a0He ensures that all of the interests represented by our company work in concert to best serve our clients\u2019 needs. Our clients’ financial goals are fulfilled by Dave interconnecting the various day to day tasks for our office. From financial planning and investment management […]<\/p>\n","protected":false},"featured_media":199,"menu_order":1,"template":"","meta":{"post_statement":"","post_description":"","post_cta":"","post_button":"Read More","post_button_url":"","post_thumbnail_2":0,"team_first_name":"David","team_last_name":"","team_title":"Founding Partner","team_credentials":"","team_phone":"","team_phone_ext":"","team_email":"","team_facebook":"","team_linkedin":"","team_instagram":"","team_twitter":"","team_youtube":"","team_video":"","team_calendar":"","team_external":"","team_brokercheck":"","team_iapd":"","team_riskalyze":"","team_author_id":"","team_vimeo":"","footnotes":""},"oi_team_tag":[],"oi_position":[],"_links":{"self":[{"href":"https:\/\/www.holosiw.com\/wp-json\/wp\/v2\/oi_team\/198"}],"collection":[{"href":"https:\/\/www.holosiw.com\/wp-json\/wp\/v2\/oi_team"}],"about":[{"href":"https:\/\/www.holosiw.com\/wp-json\/wp\/v2\/types\/oi_team"}],"version-history":[{"count":3,"href":"https:\/\/www.holosiw.com\/wp-json\/wp\/v2\/oi_team\/198\/revisions"}],"predecessor-version":[{"id":1665,"href":"https:\/\/www.holosiw.com\/wp-json\/wp\/v2\/oi_team\/198\/revisions\/1665"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.holosiw.com\/wp-json\/wp\/v2\/media\/199"}],"wp:attachment":[{"href":"https:\/\/www.holosiw.com\/wp-json\/wp\/v2\/media?parent=198"}],"wp:term":[{"taxonomy":"oi_team_tag","embeddable":true,"href":"https:\/\/www.holosiw.com\/wp-json\/wp\/v2\/oi_team_tag?post=198"},{"taxonomy":"oi_position","embeddable":true,"href":"https:\/\/www.holosiw.com\/wp-json\/wp\/v2\/oi_position?post=198"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}