Matthew specializes in Retirement Accumulation Strategies, Retirement Income Planning, Portfolio Management & Risk Mitigation, Trust & Estate Planning, and Employee/Employer Corporate Accounts. Matthew brings over a decade of industry experience working with high net worth families and business owners to Golden West Financial.
Matthew graduated from Arizona State University - W.P. Carey School of Business with honors Cum Laude, with a degree in Business Law. Through Matthew’s career, he has carried titles as Vice President – Investments, with companies like JPMorgan Chase, Wells Fargo Advisors, and Merrill Lynch.
Before entering the finance industry, Matthew honorably served 5 years with the United States Marine Corps and obtained the rank of Sergeant (E-5). Matthew served with 2nd Battalion, 7th Marine Regiment, 1st Marine Division, Weapons Company. Matthew was Honorably Discharged as a Combat Veteran for time spent in Fallujah, Iraq; and surrounding areas.
In his spare time, Matthew enjoys spending time with his wife and 3 children at their home in Gilbert, Az. When he is able to get away, he also enjoys golfing, fly fishing, and traveling with his family.
“I feel you need to be proactive, and hands-on with your clients. Not only advising them but also educating them along the way. The client should always have a clear understanding, and expectation of their holistic financial plan and performance. I make it a point that each client knows that my integrity and dedication will never be questioned.”
Matthew is the Vice President on the Saint Mary's Food Bank Alliance Endowment Board, and his family are active sponsors of the Wounded Warrior Project, the Arizona Animal Welfare League & SPCA (AAWL), and the American Society for the Prevention of Cruelty to Animals (ASPCA).
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