CERTIFIED FINANCIAL PLANNER™
Accredited Investment Fiduciary (AIF®).

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.

In addition to his CERTIFIED FINANCIAL PLANNER™ certification, Matt is also an Accredited Investment Fiduciary (AIF®).

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.

The Accredited Investment Fiduciary® (AIF®) Designation is a professional certification that demonstrates an advisor or other person serving as an investment fiduciary has met certain requirements to earn and maintain the credential. The purpose of the AIF® Designation is to assure that those responsible for managing or advising on investor assets have a fundamental understanding of the principles of fiduciary duty, the standards of conduct for acting as a fiduciary, and a process for carrying out fiduciary responsibility.