Client Advisor and Regional Director
Since 2002 he has worked with clients to help chart their financial future and make important decisions that affect all aspects of their wealth. These areas include financial planning, investment management, estate planning, risk management, business transactions, and tax planning. Matt received his degree in Economics and Business from Westmont College. He is active in the local chapter of the Financial Planning Association and volunteers locally for the Page Youth Center, AYSO, Franklin School Reading Program, and the YMCA. He lives in Santa Barbara with his wife Patti and their three children.