By Boyce F. Lowery, CLU®, ChFC
Suncrest Advisors is growing! We are pleased to announce the newest additions to our team! As an independent financial services firm, we always strive to offer robust comprehensive services and focused, personal attention. Our goal is to have the tools and expertise needed to take care of our clients and help them on their financial journey. We believe that our newest team members bring a new level of wealth management experience to our firm and will provide our clients with even greater confidence in their financial futures.
Meet Matthew Lowery, CFPⓇ
Matt is a managing partner and wealth management advisor at Suncrest Advisors.
He is a CERTIFIED FINANCIAL PLANNER™ practitioner and fiduciary investment advisor who is also a third-generation financial professional and Boyce’s oldest son.
As an original co-founder of Suncrest Advisors, Matt has also furthered his career development by working for several investment firms, private banks, and insurance companies. With a financial career that already spans two decades, Matt is extremely proud and happy to be rejoining the Suncrest Advisors team as managing partner and is passionate about serving the firm’s clients alongside incumbent executives Boyce Lowery and Kent Binning, and the other newest partner at Suncrest, Sean Heney, who has been Matt’s close business partner for the last 6 years. Matt and Sean have grown a sizable financial planning and investment advisory practice together, and that practice has now transitioned over to Suncrest Advisors.
Matt specializes in fully comprehensive goals-based financial planning, financial modeling, wealth management in a fiduciary environment, portfolio construction and management, income tax and capital gains tax minimization, asset protection, risk management, employee benefits planning, company retirement plans, tax-efficient retirement income planning, business transition (exit strategies), and estate planning. He is passionate about helping people find and keep their financial freedom while accomplishing their long-term objectives, and he regularly advocates for his clients, empowering them in every way he can to reach their goals.
Matt is an alumnus of Virginia Polytechnic Institute and State University where he earned a Bachelor of Science in Financial Planning in 2001. Matt also serves as president of the Greater Phoenix chapter of the Virginia Tech Alumni Association.
Outside of work, Matt thoroughly enjoys traveling and the great outdoors; he enjoys fishing, camping, playing golf and pickleball, and loves relaxing with close friends and family. A former professional singer, Matt also has a degree in vocal performance. While he travels and sees clients in several different states routinely, he resides in the Phoenix, Arizona, area with his wife, Kristin, and their five children, Kyler, Layn, Matthew Jr., Gianna, and Noah.
Meet Sean Heney
Sean Heney is a partner and wealth management advisor for Suncrest Advisors. He has over 10 years of experience operating a financial planning practice and growing relationships with clients and advisors alike. Sean started as an intern and worked his way up to director of financial planning, at which point he began to build his own practice with Matt Lowery. Over the years, he has built a team of specialists and cherishes the privilege of learning from some industry titans. Sean’s core values have led him to a successful wealth management career, and he always strives to have a growth mindset, give exceptional effort, and end each day grateful no matter what the challenge.
Outside of work, Sean loves to spend time with his three beautiful children and wife. They spend most of their time in Arizona but frequently travel back and forth to Ohio, where he and his wife are from. As a family, they love spending time hiking and playing in the pool. Sean is also an avid golfer and loves what the game has taught him about hard work and discipline. He hopes one day his children will have a similar love of the game.
Meet Kristin Lowery
Kristin is our new director of client relations. She graduated from Arizona State University in 2005 with a degree in education. After several years of teaching, she decided to make a
career change and go into sales. Kristin worked as a pharmaceutical sales rep for six years
and most recently as a sales rep for a start-up company specializing in educational
In 2020, while both Kristin and Matt were working from home, she saw firsthand what Matt and Sean did each day to impact the lives of clients. She has always been passionate about helping others, so as soon as the opportunity became available, Kristin joined the Suncrest team. Outside of work, Kristin loves being a mom to her five kids and enjoys traveling, playing pickleball, and trying out new restaurants.
Meet Ryan Bass
Ryan Bass is a financial services professional and paraplanner at Suncrest Advisors. After graduating from the University of Arizona in 2019, he began his career in the financial services industry by joining forces with Matt Lowery and Sean Heney. From the beginning of his time in the field, Matt and Sean took Ryan under their wings and allowed him to gain experience working firsthand with clients. Ryan has aspirations of building his own financial planning practice one day.
Born and raised in Baltimore, MD, Ryan decided he had enough of the gloomy days and long winters and packed his bags for the desert. Ryan graduated from the University of Arizona with a communications degree and a double minor in sports management and sports marketing. As an avid sports fanatic, Ryan always thought he would work in the sports industry, but in the midst of sports being put on pause due to COVID-19, Ryan took a U-turn in his hunt for a career and hasn’t looked back since.
Ryan is a diehard Baltimore Ravens fan and loves to spend time with family and travel. His favorite travel destinations are Costa Rica, Spain, and Israel. Ryan takes a great sense of enjoyment in helping people achieve their financial dreams and is enthusiastic to join the Suncrest Advisors team.
Welcome Our New Team Members
Matt, Sean, Kristin, and Ryan are powerful additions to our team, and we encourage you to welcome them to the firm when you come by! If you would like to meet our newest team members or find out what Suncrest Advisors can do for your financial life, call us at 801-676-0146 for a free and confidential consultation.
Boyce Lowery is a 40-year veteran and established expert in the insurance industry. As the managing partner of Suncrest Advisors, he, his partner, and their associates all aim to provide financial security and peace of mind to business owners, executives and professionals, and high net-worth individuals across the United States. Along with more than four decades of experience, Boyce is a Chartered Life Underwriter® (the premier designation for insurance professionals signifying specialized knowledge in life insurance and estate planning) and a Chartered Financial Consultant® (known as the advanced financial planning designation). To learn more, visit https://suncrestadvisors.com/ or connect with Boyce on LinkedIn.