Director, Client Services
Having played professional baseball for three years, Matt knows the importance of having a game plan and then modifying it as things change. He applies this same logic to the financial plans he helps to develop for LNWM clients, centering them on “what if” scenarios. Considering all the possible outcomes up front makes it more likely long-term financial goals can be met, Matt says, even as life and your circumstances change. Matt enjoys getting to know you and your family and then applying our firm’s collective expertise to align your finances with the life you want.
Designations and Education
- CERTIFIED FINANCIAL PLANNER™ certification
- B.A. in Business Administration
Washington State University