Matthew's path into financial services began with a high school class that sparked a genuine curiosity about investing, followed by a summer internship that turned that curiosity into a career. What has kept him engaged over six years in the industry is the human side of the work: the life stories clients bring to the table and the way those stories shape how they think about money.
A graduate of Northern Arizona University with a B.S. in Business Administration in Finance, Matthew also studied Banking, Finance, and Social Responsibility through the School for International Training in Geneva, Switzerland, and Athens, Greece. That international perspective informs the way he thinks about the bigger picture in financial planning. He holds his FINRA Series 7 and 66 licenses as well as his Life and Health Insurance license.
A San Fernando Valley native, Matthew lives in Tarzana and enjoys the walkability and dining options his neighborhood offers. He describes himself as family-oriented and stays close to the people who matter most to him. He is also an avid golfer, a sports fan, and an enthusiastic explorer of new cuisines throughout Los Angeles. He recently welcomed a poodle into the household, who has quickly become a fixture in his daily routine.