About Matthew

Matthew joined our team in 2025. He is responsible for fielding client inquiries related to the market or account status, helping clients update their Investment Objectives, and facilitating trades and rebalances in client portfolios.

Matthew is from Burbank, California and made his way to Spokane to study Finance and Accounting, as well as play football at Whitworth University. When he is not in the office, he enjoys playing golf, spending time with family, and watching college football.

Credentials

• Series 65 Securities License