Matt understands the power of a strong financial plan—and the freedom it can bring. With a background in hospitality and customer service, he developed a genuine passion for helping people achieve what they deserve. Whether it’s a recent college graduate starting their career or a retiree navigating their next chapter, Matt believes there’s always room for thoughtful planning and meaningful growth.

Born and raised in Savannah, Georgia, Matt earned a Bachelor’s degree in Finance from the University of Georgia’s Terry College of Business. After graduation, he moved to Vail, Colorado, and now resides in San Diego, California. His exposure to diverse communities and cultures has shaped his ability to connect with people from all walks of life and build personalized financial strategies tailored to their unique needs.

While saving and investing are key components of financial planning, Matt takes a holistic approach—looking at all aspects of a client’s life to create a comprehensive plan that moves them closer to true financial independence.

Outside of work, Matt enjoys surfing, golfing, hiking, and exploring San Diego with friends. He holds a Series 65 registration with Trilogy Capital, Inc., as well as California Health and Life Insurance Licenses.