Matt is responsible for coordinating all aspects of pre and post-retirement planning and implementation, tax & wealth transfer strategies, portfolio creation & implementation and monitoring of financial markets.
Prior to joining Jim in 2003, Matt worked as a financial analyst and institutional trader for Sagient Research, a boutique investment bank and publisher of institutional research. In addition, he has worked in various roles at Oppenheimer & Company and American Express Financial Advisors.
Matt graduated from the University of Washington with a B.A. in Business Administration. He is a CERTIFIED FINANCIAL PLANNER™ professional and Investment Adviser Representative of Lincoln Investment and holds FINRA Series 7, 66 securities registrations and insurance licenses.