Meet Matt
As Retirement & Wealth Advisor, Matt utilizes more than two decades of experience to positively impact the individuals and families he works with every day. He enjoys building a personal connection with each client, advocating for their needs, and leveraging his skills and experience to provide tailored financial solutions for each person that walks through door.
After graduating from Arizona State University, Matt founded a wealth management firm specializing in group retirement plans and advising personal wealth for entrepreneurs. He quickly realized that the client’s best interest was not always prioritized or valued, giving him an opportunity to follow his passion by elevating the sub-par standard long established in financial advice. But by helping each client make informed decisions through clear, transparent communication and aligning resources to accomplish their individual goals, he reframed the way clients viewed financial freedom.
Matt eventually accepted a pivotal role at Carson Group’s national headquarters, where he focused on developing and expanding the firm’s retirement division. While there, he developed programs and expanded his reach to provide retirement solutions to more than 100 advisory firms nationwide. Matt soon rediscovered his passion for optimizing retirement plans and supporting both participants and business owners directly.
This led Matt back to where it all began. Now, as Retirement & Wealth Advisor at Carson Wealth, he works directly with clients to provide customized, goals-based solutions to clients.
Outside of work, Matt enjoys spending time with his wife and two daughters. Together, they enjoy travelling, skiing, hiking, camping and generally finding priceless adventures that build memories money can’t buy.
