Matthew Forrey

With over 25 years of dedicated experience in personal financial advisory, my mission has always been straightforward: helping families and individuals achieve their financial goals.

I believe in a thoughtful, customized approach to financial management. Rather than one-size-fits-all solutions, I take the time to understand each client's unique needs and life aspirations. Whether you're planning for retirement income, building wealth, or creating a legacy for your family, I'm committed to earning your trust and guiding you through life's transitions—the expected ones and the surprises.

My team and I leverage RBC's full capabilities combined with a proven planning process to help you navigate complex financial decisions with confidence. From income planning to legacy planning and beyond, we're here to provide sound, personalized advice every step of the way.

Outside the office, I'm fortunate to spend quality time with my wife Regina and our son Quin in the Danville, CA area. You'll often find us golfing, camping, or traveling together. I'm also actively involved in our community—serving through Quin's school PTA and the Montair Dads club.

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

Jennifer Maneatis

Wealth Strategist

Jennifer serves as a resource for your financial advisor in determining and developing wealth transfer strategies for high-net-worth clients in areas including estate strategies, lifetime giving, personal trust planning, charitable giving, concentrated equity position diversification and employee stock options. In this role, Jennifer partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as to present at client seminars.

Wyatt Lowe

Wealth Planning Associate

Wyatt's role as a wealth planning associate includes supporting financial advisors in their wealth planning efforts for clients. Wyatt assists with making appointments, gathering information, developing wealth plans, as well as presenting wealth plans and strategies to clients.

Antoine Burrell

Trust Consultant

As a trust consultant, Antoine specializes in personal trust planning and assists in the movement of client trust assets, provides educational and technical guidance relating to personal trusts and advises clients on opportunities with third-party professional trust partners.

Linette Carlson

Insurance and Annuities Specialist

As an insurance and annuity product specialist, Linette helps financial advisors and their clients utilize insurance and annuity strategies as part of our holistic, goals-based wealth planning approach.

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Matthew Forrey

Client Strategies Team

Jennifer Maneatis

Wyatt Lowe

Antoine Burrell

Linette Carlson

Helping you grow more than wealth

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