“Gratitude is not only the greatest of virtues, but the parent of all the others.” - Marcus Tullius Cicero
Role at Mission Wealth
As a Partner and Advisor, Matt is responsible for working directly with clients and helping them and their families make informed choices and guide them through some of life’s most important financial decisions; he is humbled each and every time he is entrusted with such a responsibility.
Professional Background
Matt began his career in audit within the commodity futures industry and then moved into portfolio management support with a large municipal bond asset management firm located in Chicago. Over the next 18+ years, Matt ran his own boutique RIA firm with an emphasis on comprehensive financial planning.
Throughout his career, Matt has continuously given back and is a true ambassador to the financial planning profession. Matt served as Commissioner to the CFP Board’s Disciplinary and Ethics Commission (DEC) from 2010-2014 and was appointed the Chairman of the DEC in 2014. He also served as a Commissioner on the Special Commission on Standards for CFP Board from 2015-2018, where he helped to revise and update the CFP Board's Code of Ethics and Standards of Professional Conduct. In this role, Matt was instrumental in codifying the fiduciary requirement for all CFP® professionals. The CFP Board asked Matt to return to the DEC from 2020-2022 and provide special advice and counsel with the recently expanded DEC. He is also a past Board Member of the Phoenix Chapter of the Financial Planning Association and has served on numerous committees with NAPFA.
Matt received his Bachelor’s degree in Finance with Honors from Illinois State University and completed DePaul University’s CFP Certification Program.
Credentials
Personal Pursuits
Matt enjoys spending time with his wife and two daughters and all of their sporting and extracurricular activities. Matt’s youngest daughter is a Wish Kid® and Matt actively supports Make-a-Wish® and his daughter’s involvement with them. In his younger days, Matt was a full-time bicycle racer, competing in over 500 professional and amateur races and was honored to be selected to train at the Olympic Training Center as part of the US Olympic development program. Matt still competes in his lifelong sport but sticks to Masters’ categories (both road and mountain bike). He also gives back to cycling by supporting a local junior racing program. With his lifelong passion for cycling and you may find Matt out on the roads or the trails when not advising clients.
Matt has supported the Homes for Heroes charitable program multiple times as the pro bono financial advisor for disabled Veterans. He also supports Ryan House (Phoenix) and Make-a-Wish® Arizona.