Berkeley Advisors: Get to Know Us

Firm principals

Catherine Mathis CFP®, MBA

Founder, President, Financial Architect

(404)580-9560

Catherine Mathis, CERTIFIED FINANCIAL PLANNER^® a professional, founded Berkeley Advisors, Inc. in 2004 to build strategies for families and individuals designed to help them create the financial future they envision.

Prior to founding Berkeley Advisors, she had a 27-year corporate banking career with a focus in international banking/trade finance. Georgia Governor Zell Miller appointed her to an International Advisory Council. At the request of Georgia Governor Roy Barnes, Catherine served as one of two state-wide appointees to the 13-state Southern Growth Policies Board for development of economic policies to foster growth.

Catherine earned her MBA with a major in Finance from Georgia State University in 1998. Catherine graduated from Sewanee: University of the South in 1977 with a B.A. in History.

Catherine and her husband, Gordon, live in Sandy Springs, Georgia. While primarily focused on her grandchildren outside of work, she has also found time to draft a debut historical novel. She and Gordon enjoy visiting with outsider artists and cooking great meals.

Taylor Mathis CFP®, MBA

Vice President, Financial Architect

Taylor.Mathis@BerkeleyAdvisors.com

(404) 983-1153

Taylor Mathis, a Certified Financial Planner^® professional, enjoys working with clients to identify and clarify their short-term and long-term goals and help develop a measurable strategy to achieve them. He’s excited to share his enthusiasm for planning with clients!

Taylor spent the first part of his career working in a variety of roles in marketing and strategy at UPS, FedEx, and Infiniti Motor Company in the US and in Hong Kong. He combined data, financial, and customer analysis to develop solutions to customer needs in a variety of verticals.

Taylor graduated from Sewanee: University of the South in 2007 with a B.A. in History, and he earned his MBA in International Business at the University of Hong Kong in 2014.

Taylor lives with his wife, Virginia, and their two children in Atlanta, Georgia. He enjoys running, reading, eating, and being with his family.

Our strategic partners

Reagan Curl is a Certified Professional Retirement Counselor (CPRC®) and a Chartered Mutual Fund Consultant (CMFC®). In 2017, he completed and holds the Accredited Investment Fiduciary Designation (AIF®). He is a graduate of Auburn University with a Bachelor of Science in finance. For over 24 years he has worked in financial services.

Bereavement Navigators guides widows/widowers/adult children through the numerous, unexpected, and sometimes painful tasks that follow a death, by providing them with the organization tools, resources, and mentoring they may need. This work is similar to what a Sherpa does - someone who guides and helps people navigate in places and situations they may have never been before. In addition, Bereavement Navigators works with healthy couples and individuals to help them prepare their affairs long before their own death. This work is in many ways similar to a "lifeboat drill" because for many people it not only becomes a wake-up call, but it also affords their loved ones an opportunity to practice what they will face in the future.

Corey Rieck is the President and Founder of The Long Term Planning Group, a firm that specializes in delivering Long Term Care education and coverage to companies, high net worth individuals, and large organizations. Corey earned a BBA from the University of Iowa and an MBA from the University of St. Thomas in St. Paul, Minnesota.

Diane Marine is a Certified Public Accountant whose firm assists taxpayers and small businesses with tax preparation and filing services. Diane’s firm is based in Marietta, GA. Diane earned her BS in Accounting at the University of Delaware’s Lerner College of Business and Economics.

John E. Snell is a licensed health and life agent in GA, seeking to serve exclusively the Medicare-eligible market. He has helped numerous clients with a variety of Medicare decisions including Medicare supplement, Medicare Advantage, and Medicare Rx plans. He resides in Lilburn, GA, working from his home. He graduated from UNC-Chapel Hill in 1974 majoring in accounting and has been a licensed agent in GA since 1993.

_{Disclaimer: we do not accept or provide any renumeration or commissions for introducing clients to our strategic partners. We believe they provide great service to help our clients complete critical elements of their financial houses.}

Compliance and Disclosures

Firm’s 2024 ADV Part II Brochure

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Berkeley Advisors, Inc. | Catherine Mathis | Taylor Mathis