Matthew customizes comprehensive financial plans for clients to help them clarify their goals and develop a clear path for pursuing them. He also has specialized experience as a Certified Divorce Financial Analyst™, enabling him to guide clients through the divorce process and envision the long-term financial impact of their proposed divorce settlements. Matthew also specializes in company retirement plans and employee education. He has obtained the Certified Plan Fiduciary Advisor (CPFA) designation and works closely with business owners to ensure that the fiduciary standards are met in their retirement plans.
Before co-founding the Lattig Scott Wealth Management Group and joining Raymond James in June 2017, Matthew was a Vice President and Senior Financial Advisor at Merrill Lynch in Modesto, California, where he worked for 12 years. He earned a bachelor’s degree in English from Stanislaus State University in Turlock, California, and an MBA from the University of Phoenix.
Matthew is a board member and founder of the Women’s Education & Leadership League, and a past advisory board member for the Institute of Divorce Financial Analysts (IDFA). Matthew lives in his hometown of Modesto with his wife Sarah and three step children, Victoria, Peyton, and Aiden.
Raymond James is not affiliated with the above organizations and/or charitable causes.