Profile

Mr. Matthew Lincoln, CFP®, EA

Owner,
Cadence Planning, LLC

Contact Details

Cadence Planning, LLC
5205 Chairmans Ct
STE 204
Frederick, MD 21703
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Primary: (301) 371-5104

Bio

Matthew started his professional life teaching for two years in the Prince Georges County public school system before settling back home in Frederick County. He taught at Linganore High School for five and a half years and had the chance to start various after school engineering and robotics programs for his students. With the help of the students, they applied for and received significant grant monies from NASA which helped their team travel the eastern shore to compete in the FIRST® Robotics Competition. He also successfully petitioned for a paid coaching position for "Robotics" which has lead to multiple schools in Frederick County now supporting similar engineering and technology programs.

In 2004 he passed the H&R Block tax course and in 2005 started working part-time in Patrice's tax preparation office. In 2006 he made the decision to leave teaching to work full time as a tax accountant. Matthew took and passed each section of the EA exam on his first try between 2009 and 2010 and received his EA designation in March of 2011. He has had the opportunity to present to his peers at conferences and in 2012 was honored to be a recipient of the “Outstanding Young Professionals Award” from the Maryland Society of Accountants.

Professional Credentials/Designations

  • CFP®
  • EA

Serving Clients Living In

  • MD

Accepting New Clients

  • Yes

Offers Remote Appointments

  • Yes