Matt joined the team of financial advisors of First Financial Strategies, LLC in 2017. He has over ten years of experience in the financial services industry, having begun his career in banking. He has worked for a large insurance company representing life insurance and annuity products as well as strategic investment portfolios.
Matt is an Investment Advisory Representative and holds his General Securities License with Securities America, Inc.
Throughout his time in the industry, Matt has been dedicated to helping individuals and families create plans to achieve their financial goals. While his client base is diverse, Matt has adopted a focus within the retirement income space, utilizing the Income For Life Model ™. He finds great reward helping clients create a path to retirement, as well as a strategy to guide those clients through their retirement years.
A native of Southern California, Matt moved to Colorado in 2003 to attend The University of Colorado, Boulder where he received a Bachelor’s degree in Business Administration. In his time away from the practice, Matt serves on the board of the Colorado chapter of the MS Society and is an avid golfer. He has been married to his wife Megan since 2012, together they have two sons, Campbell and Ben, and a very special Golden Retriever, Berkeley.