Matt Tranquilli, CPA, CFP^® is the managing partner at Sereno Advisors. Matt has over 18 years of broad financial services industry experience, including banking, investment management, and comprehensive tax and financial planning. His extensive experience as a Financial Advisor and CFP^® professional has provided him with a unique perspective as a tax advisor. While your typical tax service only provides standard tax compliance, Matt’s focus is to proactively work with your financial advisor to deliver tax-efficient strategies and long-term growth.

Matt graduated from Ohio Wesleyan University in 2001 with a degree in accounting. He went on to obtain his Ohio CPA license in 2007 and his CFP^® certification in 2018.

Outside of his time working with clients, Matt has a passion for endurance sports. Having competed in over 100 triathlons over the past 17 years, he enjoys traveling and pushing his limits in Ironman and Ironman 70.3 races.

Tom Moore currently serves at the Chief Technology Officer and Cybersecurity Officer for Sereno Advisors, providing outsourced services from Altabos.

With a degree in Architectural Engineering in 1996 from the University of Cincinnati, Tom chose to look toward technology and spent 10 years with Ernst & Young in their Management Consulting practice. In 2004 Tom joined Cintas as their Chief Architect in Cincinnati for another 10 years before co-founding Altabos.

Tom has spent over 25 years working on cyber security, business process, strategy, development, and architecture projects. His experience includes global projects implementing all major ERP systems and over 40 mobile applications.

Tom and his wife Sarah are dedicated “Swim Parents” with twin boys in competitive swimming. When not at a meet, Tom and his wife enjoy traveling, cooking, home projects, biking, soccer, and golf.