Simplified Financial Advice.
Since Matthew joined the team in 2006, he has worked closely with Joel and been guided by his vision and philosophy, which are grounded in respect, trustworthiness, honesty, and loyalty.
As the Operations Manager/Senior Registered Client Associate (non-producing), Matthew’s responsibilities include preparing client portfolio reviews, maintaining asset allocations, executing investment orders, managing information technology support and day to day operations of the business.
Before joining the team, he worked in the Technology Information Group and as a licensed banker at Wells Fargo.
He earned his bachelor’s in Finance with a minor in Economics from the University of Northern Iowa and has been in the financial management industry for more than 15 years.
He and his wife, Heather, enjoy spending time together watching movies, traveling, and boating. His free time is spent on the golf course improving his game.
Matthew believes that what sets our team apart is our commitment to excellence and values that are the foundation of every client relationship.
Wealth, Mind & Spirit
Our YouTube channel is designed to spur mindful thinking as it surrounds wealth. We see money as a tool to help you work toward your goals, and success as multifaceted. In our videos, we discuss these topics and how they intertwine with traditional financial insight.