Meet Matt
Matt is a Wealth Advisor based in Bend, Oregon. He joined Mercer Advisors through the acquisition of Eagle Wealth Management which he joined in 2014 as the first advisor to help launch the exponential growth of the firm. Prior, he had advisory experience at OnPoint Community Credit Union and Ameriprise Financial. Matt earned a B.S. degree in natural science from Lewis & Clark College.
Matt’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Matt has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Life changes after the loss of a spouse, from estate transitions to long-term planning
- Guiding clients through living in retirement with steady income and smart planning
- Helping single women manage wealth on their own terms, with strategies aligned to their lifestyle and priorities
- Relocating in retirement with a clear financial strategy
His working style
Matt is known for working alongside clients in a collaborative manner — providing a place for clients to work through new ideas. Clients trust and appreciate his ability to explain often complex financial ideas, in a way they can understand the choices that are the right fit for their distinct situations
Matt in real life
Any words you try to live by?
A person can always grow and be incrementally better! Never stop learning, wondering, and being curious about the world.
What keeps you busy outside of work?
I come from a crazy huge family of 13 children! Family has always been an important part of my life, and now that we have our own, they are our focus.
How do you give back?
I changed careers later in life, and it has been one of the best decisions I’ve ever made. Being a financial advisor for so many terrific families has been an honor. I’ve found being a mentor for young people just starting out in this profession has been incredibly rewarding for those people, but also richly fulfilling for me.
Matt’s snapshots
Meet Matt’s Teammates
Jake Springer
Financial Planner
What Matt Says
Jake goes over and above in finding the right people at Mercer Advisors to help find solutions for the team and ultimately the clients. He loves seeing advisors and clients being successful.
Hans Doorn
Director, Tax Services
What Matt Says
Hans is always willing to answer a tax question, and if he doesn’t know the answer off the top of his head, he’ll dig into the codes and find the answer!
Karrie Spencer
Managing Partner
What Matt Says
Karrie cares deeply about the clients as well as the advisors who work on her team. Her energy and zest to help achieve wonderful outcomes for all involved seems boundless!
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