Matt started his career in 1998 with American Century Investments in Kansas City, MO, learning key investing principles and business retirement plan operations. He added financial planning and insurance analysis experience while at Legacy Financial and MassMutual during the difficult investment environment of 2000 to 2002. While working at Wings Financial Federal Credit Union, Matt was responsible for managing over 40 million dollars in investment assets while coordinating financial planning services for members of the credit union. Since 2006, Matt has been guiding clients as an independent financial advisor with Focus Financial. He and his team now manage nearly 90 million dollars in client assets, and Matt's experience has seen euphoric investment market bubbles, major market declines, and a wide range of investor emotions.
Educational Background and Certifications:
Matt graduated cum laude from Pillsbury College with a Bachelor of Science degree in Business Administration and a minor in Information Technology. He is a member of the Financial Planning Association (FPA) and has been a CERTIFIED FINANCIAL PLANNER™ practitioner since 2002.
As an Eagle Scout, Matt enjoys many outdoors activities—especially competitive bicycle racing for the team he co-sponsors, Peace Coffee Racing. In his other spare time, he enjoys snowboarding, traveling, and spending time with his wife Taunya and dog Moby.
Services & Client Experience:
Our team seeks to build and preserve your wealth. Through client-specific financial analysis and investment research, our services are designed to help guide you towards your long-term financial goals. We are dedicated to delivering advice in a manner that is both confidential and consistent with your needs.
Our clients include business owners, executives, retirees, and financially independent women looking for value, depth and range of experience, and an advisor with independent status. We have the freedom to choose from widely available, non-proprietary financial instruments and can tailor a solution to your particular needs.
- Comprehensive Financial Management
- Investment Portfolio Management
- Retirement Income Planning
- Insurance Analysis
- Company Retirement Plans
We strive to simplify your life and give you more confidence about your financial future. In the complex world of finance and retirement planning I can alleviate the confusion and help you realize your goals. During our process we…
Educate: I strive to educate my clients before we begin our work together. The more you understand, the easier it will be to make decisions.
Establish Goals and Gather Data: We’ll sit down for an easy conversation to help discover your goals and your objectives. This is also the time to take inventory of your financial affairs.
Analyze: Using multiple tools I will analyze your personal situation until we find the strategies and tactics that will get you safely to your destination.
Recommend & Implement: Specific investment, income, and risk management vehicles will be described in a simple fashion so you can understand and feel comfortable before we proceed.
Review and Adjust: The planning process needs continued attention. Your goals, objectives, and portfolio will be reviewed regularly so that necessary adjustments can be made.