Matt is happy that his career journey led him to Brio, where he can share his vast industry knowledge to help the firm reach new heights and continue his mission to make the world better for others.
Prior to joining Brio, Matt spent 20+ years in the financial services industry, in roles that had him advising financial professionals and independent advisory firms about ways to enhance their practice.
As a Sr. Financial Planner, Matt focuses on the listening, empathy and coaching skills he learned over the years to help individuals and families become financially independent.
As Chief Partnership Officer, Matt is also charged with building partnerships with Estate Planning Attorneys, CPAs/Tax Professionals, Real Estate partners & various other business owners to bring services to help our clients reach their financial goals.
Having worked with and consulted numerous financial advisory firms in his career, Matt knows that Brio’s culture of friendly, white-glove service with a commitment to client success is unique. It was one of the main reasons he joined Brio.
EDUCATION & ACCREDITATIONS
- Dual B.A., Political Science & American Studies, St. Olaf College
- Executive MBA, University of Minnesota - Carlson School of Business
- FINRA Series 7, 63 & 24
- Former Chair/Board Member FPA NorCal Conference
- Recipient of Charles Schwab Community Service Award 1999
LIFE PASSIONS
Matt is extremely passionate about making a difference. Raised to give back and help others, his volunteer activities range from preparing meals at homeless shelters to sitting on boards for youth groups, and chairing one of the largest conferences for financial planners in the country. Matt was also honored to be hand-selected by Chuck Schwab himself for the first-ever Charles Schwab Community Service Award.
When he’s not volunteering, Matt can be found spending time with his better half, Mary, and with his parents, brothers and two Yorkies, Ana and Ole. He also has a passion for cross training, playing golf, and perusing his collections of rare coins and miniature stadiums.