Bill Holliday is a Certified Financial Planner (CFP), a member and president of the local chapter of National Association of Professional Financial Advisers (NAPFA), Social Investment Forum, Green America, and the First Affirmative Network. He hosts the Values Investors Podcast and is the director of the charitable micro-credit organization in Mexico called ProMex Group. He received his BS in engineering from Lehigh University and his MS from Purdue University. Bill is fluent in Spanish.
We get asked this often: Bill is Sylvia’s son and AIO stands for All In One. We chose All In One because we are comprehensive financial advisors and work with people on investments and retirement planning, taxes, insurance, education planning, socially responsible investing, …
You can see some Testimonials for AIO Financial.
Sylvia L. Matteson started as a Financial Planner in 1981, receiving her Certified Financial Planner (CFP) designation in 1984. Sylvia was a member of the Financial Planning Association (FPA) and National Association of Professional Financial Advisors (NAPFA) for over 30 years. She was a Senior Financial Planner in New York and Arizona before starting AIO Financial.
Argentina Rangel has been working with AIO Financial since 2010. She helps with administration, client meeting preparation and follow up. She studied industrial engineering and has three kids.
Kemper Brightman received his degree from Whitman College and brings a diverse background to the team. Right now Kemper is helping with social media marketing, our impact investing podcast, and videos.