• Matthew West, CFP®

    Vice President, Investments

Matt focuses on working with individuals, families, and organizations to create and implement personalized financial plans that address the long-term objectives of each client. In addition, Matt is uniquely qualified to manage relationships with the client’s other trusted advisors, leading to an in depth understanding of our client’s personal needs.

Matt began his career at Citigroup Smith Barney in 2001 and has earned the designation of Certified Financial Planner, CFP®. The CFP® marks proficiency in financial planning, charitable giving, risk management, investing, tax planning, retirement and employment benefits, estate planning and ensures an ongoing commitment to continuing education as well as upholding the CFP® Board’s Code of Ethics. Matt earned his Bachelor of Arts in Economics from Connecticut College where he played ice hockey.

In his free time, Matt enjoys fly fishing and playing golf. He is an active member in the community and donates his time to youth sports through the Colorado Springs Youth Sports Complex. He lives in Colorado Springs, CO with his wife Kerri and their four children.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.