Matthew has been working in customer service for nearly 10 years. He comes from a background in logistics operations, where he found efficient ways to transport and deliver goods around the country. Since Matthew has joined the Doepel & Wikstrom Wealth Management team, he has brought a strategic and efficient approach to financial services.
As one of the first contacts for clients, Matthew helps manage client support initiatives, gathers supporting documents, completes paperwork, transfers assets, and ensures seamless operational requests to deliver exceptional care.
In his free time, Matthew enjoys spending time with family and friends as well as exploring cooking various types of foods.