Fiduciary. Teacher at heart. Dedicated to helping people retire with a raise.

Matt began his financial career in 2008 and became a fiduciary in 2011. His approach is holistic, focusing on investment management, tax efficiency, and legacy building that lasts for generations. With a deep commitment to client relationships, he leads with strategy and compassion, always seeking to simplify complexity and help clients live their legacy with confidence.

Outside the office, Matt is a dad of three, a volunteer with several Kitsap-area nonprofits, and a passionate home cook who enjoys serving up good food and great memories.