Tiani Mattus, Operations, is a highly dedicated professional with exceptional organization, planning and client relationship skills. At CEA her responsibilities include ongoing maintenance of client files and records, daily updates of all phone calls and correspondence, and initiating transfers from other institutions to Charles Schwab. She is also responsible for transacting client requests for cash distributions, income, dividend payments, EFT and wire transfers. She monitors and facilitates Annual Required Minimum Distributions, and ensures completion of all client documents.
Tiani moved from Manhattan recently to Orlando with her husband Joe, an accomplished artist. She is originally from Washington D.C., and later moved to Hanover, Pa, where she founded The Kramer Agency, LLC, under her maiden name, Kramer. She built it from the ground up and ran her exclusive, highly successful insurance agency from 1983 until she sold it in 2010 and moved to the Big Apple. From 2010 to 2013 she helped set up the family business at Mattus Fine Arts with her husband. With a short detour in 2012, the family moved to the Tampa Bay Area.
In 2013 she moved back to NYC and back into financial services where she landed at CEA. Tiani’s prodigious skill-sets include a wealth of knowledge and experience in financial services that support the infrastructure at Capital Estate Advisors.
On the personal side, Tiani is proud of her two grown children. Her daughter Brynne, 32, is recently married and lives in Oceanside, CA where they welcomed their child, a daughter named Brooklyn. Her son, Chris, 26, a graduate of Auburn University where he was a member of the 9 time NCAA champion and 16 time SEC champion Auburn Tiger Men’s Swim Team, is now a manager at Disney in Florida. Tiani loves visiting NYC’s many museums. She loves the New York art scene, Broadway shows and travels when she can.