Our Team

Josh Materne is an experienced attorney and investment adviser with a comprehensive approach to his client's financial and investment needs.  Josh earned his Juris Doctor (JD) and Master of Business Administration (MBA) with a concentration in finance and real estate from Southern Methodist University in Dallas, Texas.

Prior to moving to Texas, Josh enjoyed a successful career in politics and public policy.  After graduating with honors from Florida State University (FSU) with a BS in Political Science, Josh began working for the President of the Florida Senate and working towards a Master's in Public Policy and Politics at FSU.  Next, Josh worked for a Lobbying firm representing banks and financial institutions and volunteered on multiple political campaigns in Florida.  Upon completing his master’s degree, Josh accepted a job in Virginia with the 2012 Mitt Romney Presidential Campaign.  After completing the campaign, Josh moved to Washington, D.C., to work for a congressman on Capitol Hill.  After almost a year in the Congressman’s office, Josh was offered a position working for a consulting firm that advised the world's largest banks and financial institutions.  Josh advised clients on current and proposed policies that would impact their business.  Finally, after two and a half years in D.C., Josh decided to head back south to warmer weather for Law School and Business School.

Currently, Josh is a licensed attorney in Texas and Louisiana, and his firm Materne Law, PLLC, specializes in Estate Planning, Tax Planning, Business Planning, and Real Estate Transactions.   Josh is also the President of the Ideology Multi-Family Office, which includes the related company Ideology Wealth Advisors, a Registered Investment Adviser. Ideology Multi-Family Office provides a complete solution for the financial and investment needs of affluent individuals and families.  Their services include investment advisory, financial planning, tax advisory, estate planning, Insurance analysis and management, retirement income strategies, family security, family education, financial mentoring, and philanthropy.

When not working, Josh spends most of his time with his wife Elizabeth and daughters Amelia and Madison. They enjoy family trips to Florida, Utah, and Napa Valley.  For fun, Josh plays golf, having played in college and professionally, and collects and enjoys rare bourbons.  Josh founded and runs the bourbon-focused charity, The Barrels and Bottles Foundation, which raises money to train and provide service animals to veterans and gives financial assistance to families fighting pediatric cancer.  The charity has issued more than $250,000 in grants since its inception in 2020.

Gerald Michael Materne began working in the financial business in 1984.  Jerry soon realized that the only way he could be a fiduciary for his clients, was to be an independent financial adviser not attached to a financial institution.  In 1987 Jerry began his independent financial advisory firm.  

Jerry has been a Certified Financial Planner (CFP®) since 1988 and has been providing financial strategies, and customized planning for his clients with a special emphasis on physicians and healthcare professionals for almost 40 years.

Jerry has been included in the Medical Economics list of the “150 Best Financial Advisers for Doctors”.  He was also associated with Louisiana Medical Mutual Insurance Company (LAMMICO) from 1989-1994.

Prior to beginning his career as a Certified Financial Planner and a Registered Investment Advisor, Jerry was a United States Marine.  Following active duty in the USMC, he played football for Coach Charlie McClendon at LSU.  He began his football career as a walk-on and earned a scholarship after his first season. He was hired by LSU football Coach Bo Rein in 1979 to be a graduate assistant coach working with the offensive coordinator.  Jerry graduated from LSU in 1980 with a BS degree in business education.  Jerry also coached football at Holy Cross High School in New Orleans and Tulane University under Coaches Wally English and Bob Davie.

Jerry’s financial expertise is in the area of developing income strategies for clients.  The goal for every client is to have an income strategy that provides the client with the best chance of not outliving their money.

When not working, Jerry spends his time in Florida (hopefully at the beach) with Lorene, his wife of 45 years. A relaxing day for Jerry is spending family time with his 3 sons, their wives, and his expanding number of grandchildren.

Nicholas Moore joined Ideology in September of 2024 as a Certified Financial Planner™ and Wealth Advisor. With a career that began in 2012 at Northwestern Mutual, Nick quickly discovered his passion for guiding clients through meaningful conversations that inspire action and lead to long-term financial success. Over the years, this passion has evolved into a dedicated focus on helping business owners and their families achieve their financial goals while optimizing tax efficiency.

Before fully committing to the financial industry, Nick spent a decade honing his interpersonal skills as a bartender at prestigious luxury hotels like the Ritz-Carlton and Omni Hotels. These experiences, coupled with his work in the insurance and banking industries, have given Nick a unique talent for service and building meaningful connections with clients.

A true Texan at heart, Nick was born and raised in Terrell, Texas. He pursued his undergraduate degree at the University of North Texas and later earned his Certified Financial Planner credentials from Southern Methodist University (SMU) in 2017. After gaining valuable experience as a Private Banker at JPMorgan Chase in Highland Park, Nick achieved his CFP® designation in 2024.

Outside of his professional life, Nick is engaged to his fiancée, Sarah Hovis, and is eagerly anticipating their future together. A die-hard Cowboys fan, Nick endures the highs and lows of each season with unwavering loyalty (he tries, at least). Driven by a deep commitment to making a positive impact, Nick strives to ensure that every client is better off from having met him and takes great joy in bringing exceptional individuals together to foster mutual success.
 

Schedule a Meeting