Meet Matt
Matt is a Sr. Wealth Advisor based in Bellevue, Washington. He began his career in financial services in 2001, and has served at Russell Investments and JP Morgan. In 2009, he founded a financial advisory firm, providing comprehensive planning to hundreds of clients. Matt has a M.A. degree in international economics from Johns Hopkins University and a B.A. degree from Oberlin College. He’s a Retirement Income Certified Professional® and CERTIFIED FINANCIAL PLANNER® professional.
His working style
Matt enjoys learning about clients. He is informal, calm, and an active listener, earning trust to build a relationship. He provides clients with the information they need to make informed choices, meeting clients where they are in terms of knowledge and decision-making style. Matt wants clients to feel in control of their finances.
Matt in real life
Any words you try to live by?
Integrity. Authenticity. Honesty.
What keeps you busy outside of work?
Cooking for family and friends, hiking and kayaking, reading historical fiction and news about the economy.
What’s one thing you are surprisingly good at?
Finding my way in a new city.
Meet Matt’s Teammates
Sharon Littell
Relationship Manager
What Matt Says
I always know that clients are in good hands with Sharon. She shows respect and kindness and takes any and all questions with grace and patience. Furthermore, she will doggedly make sure that requests are completed and that the client’s interests came first.
Karrie Spencer
Managing Partner
What Matt Says
Karrie is an invaluable resource for all topics planning, especially about tax planning and leveraging our software. She is a genuine collaborator who is always seeking to hone her knowledge and skills.
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