Matt’s passion for financial advising began early, in middle school, when he taught his three younger sisters how to budget so they could keep up their weekly ice cream outings. This early spark grew into a lifelong dedication, and through Utah State University, Matt honed his skills by competing in and placing in Utah’s Financial Planning Association competitions year after year. He also served as Vice President of the university’s Financial Planning Association chapter, showcasing his leadership and commitment to the field.
Matt’s drive to help others extends beyond financial planning. During a transformative trip to the Dominican Republic, he worked closely with local entrepreneurs, assisting them in developing and growing their businesses. This experience reinforced his belief in the power of financial empowerment and community support. Most recently, Matt achieved a significant milestone by passing the rigorous CERTIFIED FINANCIAL PLANNER™ designation examination, a testament to his expertise and dedication to his clients.
Raised in the Salt Lake Valley, Matt developed a deep appreciation for the outdoors. In 2021, he met his wife, Kaylee, who introduced him to the joys of running as a way to embrace nature. Now a dedicated runner, Matt enjoys training for marathons and other races. When not running, you can find Matt and Kaylee hiking or skiing at Bogus Basin, or river rafting down the Boise River.
For Matt, there is no greater fulfillment than helping clients achieve their dream lifestyles and find financial peace of mind. He looks forward to partnering with you to eliminate financial stress and support you in reaching your personal goals.