With the knowledge that comes with more than 21 years of experience in the financial services industry, Matt helps investors navigate the myriad of available investment options with dedicated service and a personal commitment.
From financial planning to comprehensive portfolio management, Matt’s recommendations are made solely in the interest of providing the highest value and benefit to you. He works hard to help you pursue your financial goals and mitigate your risk.
At Raymond James, Matt has access to the financial knowledge and services of one of the largest independent, full-service financial services firms not headquartered on Wall Street. If you have a question or concern, he answers promptly, completely and truthfully. Also, he strives to provide all the information you need to make informed decisions, based on realistic expectations, about your investment needs.
Matt joined Raymond James in 2020 after 21 years with Waddell & Reed. He is a graduate of Portland State University and received a degree in economics. Matt is on the board for Boys and Girls Aid, a Portland-based nonprofit. Matt lives in West Linn, is married to Theresa and has two boys, Callum and Malcolm. When not in the office, he enjoys spending time with his family, traveling and rooting for his favorite New York baseball team.
Investing involves risk and you may incur a profit or loss regardless of strategy selected.
Raymond James is not affiliated with the above organizations.