Matthew joined the team in March 2021 as the firm’s Paraplanner. His primary responsibility is using advanced analytics to support our firm’s financial planning process. Present in most client meetings, he assists in data-gathering, runs our financial planning software and guides clients through the implementation phase.

Matthew received his Bachelor of Science degree in Business Administration with an emphasis in Financial Services from San Diego State University in May 2021 and, also holds the SDSU Certificate in Personal Financial Planning.

Matthew has lived in San Diego for over 15 years. When he is not working, his interests include traveling, playing golf, and enjoying San Diego with friends.