For over 18 years, Matt excelled in helping individuals, families, and businesses in Sonoma County work toward their financial goals. As a former banking professional, with work in commercial banking and financial planning, Matt’s unique experience provides a new perspective for our firm. In addition, he has also managed trades for Trust and Estate clients.
Matt works with his clients in areas such as money management, loan acquisition, financial planning, portfolio and trade-management, and life insurance. He is a licensed California Life Insurance Agent and has his FINRA Series 7, 63, & 65 licenses. He is in the process of pursuing his CFP certification. Matt graduated from Sonoma State University with a Bachelor’s degree in Business Administration/Finance.
Matt has a rich family history with deep roots anchored in Sonoma County. He was born and raised in Sonoma County, as were his parents before him. For over 20 years, Matt has been an avid free diver and scuba diver. Also, in his free time, he loves to go hiking and camping.