For more than 30 years, Matt has served as an independent financial professional, helping individuals, families, and companies pursue their financial goals and work toward greater financial independence. He holds the Chartered Financial Consultant (ChFC®) designation and is an Accredited Investment Fiduciary (AIF®) through Fi360, reflecting his commitment to advanced financial planning and fiduciary excellence.
Matt believes that effective financial planning begins with understanding what matters most to each client. By taking the time to listen, identify priorities, and understand each client’s personalized circumstances, he develops personalized strategies designed to help them make informed financial decisions and move confidently toward their goals.
Throughout his career, Matt has helped clients navigate retirement planning, investment strategies, and risk management with a focus on their individual needs and long‑term objectives. His work includes guiding both individuals and companies through retirement plan design, implementation, and ongoing management to help ensure their strategies align with long‑term goals and fiduciary best practices.
His approach is centered on building thoughtful, personalized financial strategies that align with what clients value most, helping them make the most of their financial resources and live with greater purpose and confidence.
Whether planning for retirement, managing risk, or building a financial strategy for the future, Matt is committed to helping clients turn their financial goals into a clear and actionable plan.
Being a native Idahoan, Matt enjoys all the outdoor activities the state has to offer, including camping, fishing, hunting, and a weekend round of golf. He feels blessed to live in Idaho and stay active with his wife, Teri. Together, they have six children and eight grandchildren in the area and cherish their family get‑togethers.