CERTIFIED FINANCIAL PLANNER™

Pursuing Education has always been an integral part of my core values, both professionally and personally. I graduated from The University of Utah in 2001, Majoring in Finance. My passion for financial concepts started at a very young age and through the inspiration of my Grandmother, Thelma. She taught me to enjoy life along the way and to “take care of the pennies, so the dollars would take care of themselves.”

Saving and investing to make “Work Optional” and assisting others to execute on their most pressing Goals is the motivation for my desire as a financial professional. New and existing clients take notice of my impeccable attention to detail, desire to understand their needs and knowledge in helping them to execute their plan.

The prestigious CFP® certification is one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning. Matt is dedicated to helping his clients work toward their financial goals by guiding them through the investment planning process set forth by the CFP Board of Standards.