Matt is someone who understands the value of a good financial plan and the freedom that comes with it. With a background in hospitality and customer service, he has developed a true passion for helping others get what they deserve. Whether it is a recent college graduate who just landed their first job, or a recent retiree, Matt believes there is always opportunity for planning and growth.

Matt was born and raised in Savannah, GA. Upon graduating from the University of Georgia where he obtained a bachelor’s degree in finance at the Terry College of Business, Matt moved to Vail, Colorado but now resides in San Diego. He believes that his exposure to different types of people and cultures is what allows him to truly understand people’s needs and come up with the appropriate plan for their unique situation. Although saving and investing is a big part of financial planning, Matt takes a holistic approach to assisting his clients. This means looking at all aspects of a person’s life, then putting together a comprehensive plan to get people on track to financial freedom.

When Matt isn’t focused on serving his clients, he enjoys surfing, golfing, hiking, and exploring San Diego with his friends. He holds his Series 65 registration with Trilogy Capital, Inc. and a California Health Insurance License.