Tripp Shreves is The Monument Group’s lead institutional consultant. Tripp has over 20 years of industry experience working alongside the boards, investment committees, and financial management teams of various nonprofit clients as well as affluent individuals and families. Tripp is a member of the Investment Management Consulting Association and earned the Certified Investment Management Analyst (CIMA®) designation after completing his studies at the Wharton School at the University of Pennsylvania.

Tripp is a graduate of Georgetown Preparatory School in Rockville, MD, as well as the University of Virginia. He has repeatedly been recognized as one of Barron’s Top 1,200 Financial Advisors* and a Forbes Best-In-State Advisor**.

He resides in Potomac, MD, with his wife and three children.

CA Insurance License Number: 4370001. Resident State MD.

2015-2025 Barron’s Top 1,200 Financial Advisors* Data compiled by Barron’s (Source: Barrons.com). 2025 Barron's Top 1,200 Financial Advisors: Awarded March 2025 based on the time period from Oct. 2023 - Sept. 2024. 2024 Barron’s Top 1,200 Financial Advisors: Awarded March 2024 based on the time period from Oct. 2022 - Sept. 2023. 2023 Barron’s Top 1,200 Financial Advisors: Awarded March 2023 by Barron's based on the time period from Oct. 2021 - Sept. 2022. 2022 Barron’s Top 1,200 Financial Advisors: Awarded March 2022 by Barron's based on the time period from Oct. 2020 - Sept. 2021. 2021 Barron’s Top 1,200 Financial Advisors: Awarded March 2021 based on the time period from Oct. 2019 - Sept. 2020. 2020 Barron’s Top 1,200 Financial Advisors: Awarded March 2020 based on the time period from Oct. 2018.- Sept. 2019. 2018 Barron’s Top 1,200 Financial Advisors: Awarded March 2018 based on the time period from Oct. 2016 - Sept. 2017. 2016 Barron’s Top 1,200 Financial Advisors: Awarded March 2016 based on the time period from Oct. 2014 - Sept. 2015. 2015 Barron’s Top 1,200 Financial Advisors: Awarded February 2015 based on the time period from Oct. 2013 - Sept. 2014.

2021-2024 Forbes Best-In-State Wealth Advisors** Data for all awards compiled by SHOOK Research LLC . (source Forbes.com). * 2024 Award presented Apr. 2024 based on 6/30/22 - 6/30/23. 2023 Award presented Apr. 2023 based on 6/30/21-6/30/22. 2022 Award presented Apr. 2022 based on 6/30/20-6/30/21. 2021 Award presented Feb. 2021 based on 6/30/19-6/30/20**2022-2024. 2024 Award presented Feb. 2024 based on 9/30/22 - 9/30/23. 2023 Award presented Feb. 2023 based on 9/30/21-9/30/22. 2022 Award presented Feb. 2022 based on 9/30/20-9/30/21. *** 2023-2024. 2024 Award presented Jan. 2024 based on 3/31/22- 3/31/23. 2023 Award presented Jan. 2023 based on 3/31/21-3/31/22.  Fee paid for use of marketing materials. View Award Disclosures

Matt Carroccio has over 25 years of experience serving individuals, families, and institutional clients. He oversees The Monument Group at Wells Fargo Advisors’ wealth management business for individuals and families. In this role, Matt designed our planning process, which establishes highly detailed, individualized plans and investment strategies designed to help each of our clients have the peace of mind that they are on track to meet their long-term financial objectives. Matt strongly believes that good planning gives clients the confidence they deserve, allowing them to make intelligent and thoughtful financial decisions.

Matt is a graduate of Gonzaga College High School and Millsaps College. He is actively involved in the community and currently serves on boards and committees at The Washington Jesuit Academy, Safe Shores DC Advocacy Center, Little Flower Parish and Catholic Charities of the Archdiocese of Washington. In the past, Matt has served on boards and committees at Gonzaga College High School, Providence Hospital and The Catholic Business Network of Montgomery County.
He currently resides in Bethesda, MD, with his wife and their three children.  Matt has been named one of Forbes Best-In-State Wealth Advisors* in 2024 and 2025.

CA License Number: 4370524. Resident State MD.

*Data for all awards compiled by SHOOK Research LLC . (source Forbes.com). 2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025. 2024 Award presented Apr. 2024 based on 6/30/22 - 6/30/23. Fee paid for use of marketing materials. View Award Disclosures

Brandon Hines joined Wells Fargo Advisors in 2010. Since then, Brandon has earned firm and industrywide recognition for his service to institutional and select private clients. He is an Accredited Investment Fiduciary (AIF) and a Chartered Retirement Plans Specialist (CRPS®), the latter designation through the College for Financial Planning. Within the firm, Brandon is one of a select few advisors to hold designations as an Institutional Consultant and a Retirement Plan Advisor. Brandon consults on all aspects of investment policy, risk assessment, asset allocation, manager selection, and on-going communication with non-profits, retirement plans, and private clients.

Brandon graduated with a degree in Economics and Public Policy from the George Washington University.  He has been named on the Forbes-Shook list of Top Next Gen Wealth Managers Best-In-State three years in a row 2022-2024. Brandon resides in Alexandria, Virginia with his wife and two children.

CA License Number: 0H50457. Resident State VA.

** 2024 Forbes Top Next-Gen Wealth Advisors: Awarded August 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). 2023 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). 2022 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2022; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com) The Forbes Top Next-Gen Wealth Advisors (AKA America's Top Next-Gen Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Connor Fleury has been a member of The Monument Group for over 10 years and works with both our High Net Worth and Institutional clientele. Connor also oversees our internal portfolio management operations including stock selection, investment manager research, and asset allocation strategy and implementation.

Connor has over 17 years of experience in the financial services industry. He began his career at Northern Trust, first in Operations & Technology with exchange-traded derivatives, and later in Asset Management in the Outsourced Chief Investment Officer group, working with institutional and family office clients to meet their investment goals.

Connor holds the Chartered Financial Analyst (CFA®) designations well as the Chartered Alternative Investment Analyst (CAIA) designation. He graduated from Georgetown Preparatory School and holds a Bachelor of Science in Finance from Miami University (Ohio). He also serves on the School Advisory Board of Holy Redeemer Catholic School as the Co-Chair of Finance and Enrollment.

Connor and his wife, Katie, live in Kensington, MD, with their two sons.

CA License Number: 4417460. Resident State MD.

Prior to joining the Monument Group at Wells Fargo Advisors, Katie worked for Brown Advisory as an Associate Portfolio Manager, managing and assisting in the management of multi-asset class balanced portfolios for institutions and high net worth individuals. Katie as also held the title of Vice President at Lynx Investment Advisory. While at Lynx she oversaw the investment research efforts on behalf of the firms’ clientele. Before moving to Washington, DC, she held a position as a Research Associate for a New York based fund of funds, Arden Asset Management. Katie began her career at Merrill Lynch & Co. as a Sales Analyst within the prime brokerage division.

Katie holds a BA in economics from Union College and is a CFA charter holder. She is a board member and Assistant Treasurer for Chapter II of Capital Speakers Club of Washington, DC, is a member of People Animals Love (PALS), a local area organization for therapy dogs and the co-founder of a networking group for working mothers.

Katie lives in Chevy Chase, MD with her husband of 16 years, her three children and her two English retrievers Zoe and Winifred.

CA License Number: 4379451. Resident State MD.

Paula Heichel came to Washington in 1973 as a VISTA Volunteer with the Neighborhood Legal Services Program.   Paula became a Co-Founder of Legal Counsel for the Elderly (AARP) in 1975.

In 1981 she began her career in financial services with E. F. Hutton and Company which eventually became Smith Barney. Paula stayed with Smith Barney for 28 years before joining Wachovia in 2008, now Wells Fargo Advisors.

She is an active member of Capital Speakers, Welcome to Washington, and the Salvation Army Women’s Auxiliary.

Paula lives on Capitol Hill with her two Mi-Ki dogs and spends her time between DC and New Jersey.

CA License Number 0A06211. Resident State DC.