Matt is a Financial Planner who focuses on helping people transition into retirement, manage retirement income, and ensure their legacy transitions smoothly. Most of his clients have worked for Boeing, Microsoft, or Amazon enabling him to bring a uniquely detailed understanding of their retirement benefits to our firm.
At a pivotal time in his life as a young child, Matt witnessed firsthand the stress that money matters can place on a family. He saw the impact that economic strains had on his parent’s relationships with each other, with their children, and with so many aspects of their daily lives. He immediately took a strong personal interest in finance. By the 10th grade, he was trading stocks. After college, when he first met a financial planner, he realized he could combine his love of investing with his desire to help others plan the secure future he never had. He now gets regular invites to speak to retirement groups and has been published in MarketWatch.
Matt is the proud husband of Roxanne and father of Aurora and Harlan. He and Roxanne met through a youth square dance club as teenagers and continue to volunteer at the annual youth dance festival that brought them together. As a family, they enjoy the outdoors, skiing, and they spend much of their free time at the kids’ softball and baseball games.