Matt Hershman

Client Services Assistant

Matt joined Petix & Botte in 2022 as a receptionist and was promoted to Client Services Assistant in 2023. He is a registered tax preparer with the California Tax Education Council. He assists clients during tax season with turning in documents and answers general questions regarding our tax prep services. He also supports the financial planners when they open new accounts, update beneficiaries, and make client distributions.

Originally from Massachusetts, Matt currently resides in El Cajon. He holds a B.A. in Political Science and a B.A. in Philosophy from San Diego State University. In his free time, he enjoys reading philosophy and history, practicing martial arts, and cheering on his favorite sports teams.