Matt serves as a Managing Director with Creative Planning. Utilizing a disciplined approach, he works with clients to develop a cohesive strategy to meet their most complex goals and needs. This comprehensive approach covers wealth management issues in the areas of investment management, retirement planning, estate planning, business succession planning, insurance, tax, and charitable planning. His approach focuses first on a thorough understanding of your circumstances in order to provide you with a truly customized plan to achieve your goals.
Prior to joining Creative Planning, Matt worked at a major financial services company for over 13 years. In his most recent Vice President role, he was responsible for building the financial planning process used throughout the entire branch organization today which supports over 1,500 Account Executives. Matt also had vast experience serving as the Vice President Branch Office Manager where he was responsible for overseeing $8 billion of assets under administration. He also enjoyed serving as Vice President Regional Planning Consultant and Vice President Senior Account Executive dealing primarily with high net worth and ultra-high net worth clients where he was responsible for overseeing client assets and provided financial planning to them.
During his tenure at his former firm, Matt was the recipient of multiple awards, including several President’s Circle Awards for Sales Excellence and the prestigious Leadership Award due to his efforts in helping create the financial planning process. Most recently, he has been featured in Forbes as a ‘Best-In-State Wealth Advisor’ (2021*).
Matt graduated from the University of Utah with a Bachelor of Arts degree in Economics.
Matt is fortunate to be loved by his wife and three extraordinary children. He enjoys outdoor activities including mountain biking, cycling, running, and boating with the family.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.