Matthew began his career in the financial services industry in 2019 and works with individuals and families to build tax-efficient, long-term wealth plans tailored to their goals. He focuses on helping clients simplify financial decisions so they can fell more confident pursuing what matters most in their lives.
Before joining RBC Wealth Management, Matthew worked at Jackson National from 2019 to 2021 as a financial consultant, helping financial advisors plan and prepare clients for retirement. He then served as managing director at Pacer Financial from 2021 to 2026, consulting with financial advisors across the Midwest on constructing custom portfolios for clients.
With experience in both investment and retirement planning, becoming a financial advisor was a natural next step for Matthew. He enjoys helping people build and maintain long-term wealth while gaining clarity around their major financial life events to build multigenerational wealth.
Matthew earned a Bachelor of Science in Finance from Arizona State University’s W.P. Carey School of Business in 2017. He has passed the Series 6, 7, 24 and 63 exams and holds the Chartered Financial Consultant® (ChFC®) designation.
Matthew lives in Wauwatosa, Wisconsin with his fiancée, Sarah, their cat, Toulouse, and their golden retriever, Murphy. Outside of work, he enjoys playing golf and racket sports and has completed IRONMAN triathlons in Peru and Spain. He also spent several months after college teaching English in Buenos Aires, Argentina, as a certified teacher.