Matt is a Wealth Advisor with more than 22 years of experience in financial services, passionate about helping individuals and families find financial confidence through thoughtful planning and personalized advice. His approach is built on long-term relationships and customized strategies that reflect each client’s unique goals, values, and vision for the future.

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He specializes in retirement income planning, investment management, Social Security optimization, tax-efficient strategies, and estate planning — helping clients navigate complex financial decisions with clarity, whether they’re preparing for retirement, planning for a child’s education, managing a business transition, or building a lasting legacy.

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Matt graduated with honors from the University of Utah with a degree in Economics and Finance, and he stays current with changing markets, tax laws, and planning strategies. His goal is simple: help clients reduce financial stress, make confident decisions, and build a plan that provides security today and lasting wealth for future generations.

Outside of the office, Matt enjoys being outdoors with family and friends. Hiking, mountain biking, skiing, golfing, exploring a new destination — he’s always looking for the next adventure. He believes a healthy balance between work, family, and personal interests is an important part of a fulfilling life.