I’m passionate about helping clients filter out the noise so they can make smart decisions with their finances. Just as a surgeon has the power to change lives, I know the quality and responsibility of my work can as well. However, unlike a surgeon, the results my clients see are often not apparent for years. This is both challenging and rewarding, but the effort is always well worth it. After seeing many long term clients reach their goals and continue to succeed, I look forward to many more years in this gratifying career.
Matt started his career in 1998 with American Century Investments in Kansas City, MO learning key investing principles and business retirement plan operations. He added financial planning and insurance analysis to this experience while working at Legacy Financial and MassMutual during the difficult investment environment of 2000 to 2002. Later, while working at Wings Financial Federal Credit Union, Matt was responsible for managing over 40 million dollars in investment assets while coordinating financial planning services for members of the credit union. Since 2006, Matt has been guiding clients as an independent financial advisor with Focus Financial. His experience has seen euphoric investment market bubbles, major market declines, and a wide range of investor emotions.
EDUCATIONAL BACKGROUND AND CERTIFICATIONS:
Matt graduated cum laude from Pillsbury College with a Bachelor of Science degree in Business Administration and a minor in Information Technology. He is a member of the Financial Planning Association (FPA) and has been a CERTIFIED FINANCIAL PLANNER™ practitioner since 2002. To earn the CFP® designation, Matt had to complete an approved educational program, pass a rigorous examination and meet stringent experience requirements. Matt also adheres to a professional Code of Ethics and he fulfills annual continuing education requirements to remain aware of current planning strategies and financial trends.
As an Eagle Scout, Matt enjoys many outdoors activities—especially competitive bicycle racing for the team he co-sponsors, Peace Coffee Racing. In his other spare time, he enjoys snowboarding, traveling, and spending time with his wife Taunya and dog Moby.