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California Baptist University Alumni

Involved with Center for Deaf Studies, California Baptist University & The Align Project, Deaf Community Services

Received Diversity & Inclusion Award from Investment News*

Adventurous Foodie

Hosts a financial advice podcast

Will video conference with clients to make it easier

Get to Know Matthew

Matthew’s mantra of “helping people thrive, not just survive!” drives his success as a Financial Advisor. He believes the keys in being able to do so lie in the behaviors and decisions a person makes throughout their life. Since joining Trilogy in 2014, Matthew has used his knowledge to educate and guide his clients towards comprehensive financial strategies while keeping them focused as they work towards financial success.

In 2017 Matthew began to realize that families of the deaf community were significantly underserved in the financial industry. Focusing his energy towards solutions, he partnered with RISE Interpreting and California Baptist University to deliver ASL certified translation as well as other services that help his clients communicate, thus providing the critical component in helping them pursue financial success. Since then, he has been recognized for his work with the deaf community by being awarded with Investment News’ 2019 Diversity and Inclusion Award.*

A graduate of California Baptist University, Matthew is an Investment Advisor Representative and holds his Series 65 registration with Trilogy Capital, Inc. He also has his California Life, Health and Long-Term Care Insurance License. In his spare time, Matthew and his family explore the world around them by traveling, discovering new delectable foods, hiking in local areas, or boating on a lake.

 

*Individual awards recognize Financial Advisors or industry professionals who support Advisors and have been effective role models for their efforts to bring diversity and to create an inclusive culture in the Financial Advisor business.

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Meet Matthew’s Team
Senior Vice President of Wealth Management
Nathan Brown

Experience the Trilogy Difference

We believe that real Life Planning is progress, not perfection.

Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.

Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.

Call Us To Get Started. (844) 356-4934