Steve Matteucci
Tax Manager at Cherry Bekaert
Based in Louisville, United States
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Seniority
Manager
Department
Finance & Accounting
Location
Louisville
Industry
Accounting
Company size
3.3K
Contact information
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s•••••••@cbh.com
Phone
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Background
About Steve Matteucci
I have worked with trusts and estate throughout my career: as an estate planning attorney, as a trust administrator, and as a tax professional. I have helped my clients create their plans, I have implemented their plans, watched over their plans, and protected their plans. A creative planner with broad experience, my goal is to connect with my clients and their families to ensure family wealth is preserved as it passes from one generation to the next, remains productive in the hands of the next generation, provides each generation with opportunities for fulfillment, and achieves the goals, while applying the values, of the entire family.
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