Management

Bradley Tarter is a Financial Advisor, Certified Life Agent, Senior Partner and an RICP (Retirement Income Certified Professional) with David White & Associates (DWA). He grew up in San Jose, California and graduated from St. Mary’s College with a BS in Business Administration. He has been with DWA for 17 years and oversees managing and mentoring new financial advisors. Bradley holds certificates for Business Continuity and Advanced Business Planning, as well as Estate and Retirement Planning. He enjoys helping people financially plan for their futures by providing strategies for wealth accumulation, business succession, estate analysis and asset protection. Bradley lives in San Francisco with his wife Samantha and their dog Winnie. On the weekends he enjoys attending Giants and 49ers games, walking his dog and eating out with his wife.

Matt grew up on the Central Coast of California and graduated from Cal Poly SLO with a B.S. in Business Administration. He has been a financial advisor since 1998, and with DWA since 2003. He enjoys working with individuals and small business owners to help them achieve their financial goals while helping to provide protection to their families and employees. He lives in Walnut Creek with his wife Lizette, his two middle schoolers Lucas and Lilli, and his lab Marcus. When he’s not working, he enjoys hanging out with his family, preferably on a ski slope in the winter or on a lake in the summer. He was also recently promoted to Vice President of Sales at DWA and is very excited about this new opportunity to help other advisors reach their full potential.