Matt’s primary objective is to deliver a customized and holistic wealth management experience centered on the client. He advocates for his clients’ long-term financial success through ongoing management, education and guidance. By utilizing the full bandwidth of his firm’s knowledge and expertise, he strives to provide the service and counsel necessary to help pursue his clients’ goals.

Matt is the holder of both the Chartered Financial Consultant^® and CERTIFIED FINANCIAL PLANNER™ designation. He graduated with a degree in business from Olivet Nazarene University and received his designations through study with American College.

On a day-to-day basis, Matt works with a variety of clients ranging from those in Chicagoland to Colorado. He works hands-on with clients while seeking to uphold one of his practice’s most important focuses – charitable giving planning. His belief in giving back is a driving force behind many of the financial strategies he recommends to clients, helping to spread goodness while also supporting their financial stability.

An active member in his community, Matt is a board member for Five & Hoek Coffee Roasters and the Fire Foundation of Colorado Springs, as well as a member of the Million Dollar Round Table. He formerly served on the National Advisory Council of Country Financial. In his spare time, he enjoys spending time with his family and is very active in his church, where he supports missions related to Haiti. He also coaches his son’s football team. His hobbies include hiking, surfing, Ultimate Frisbee and roasting coffee.

Originally from Chicago, Illinois, Matt currently lives in Colorado with his wife, Heather, and his sons, Izaiah, Jude and Zion.