Background
Matt grew up around the financial service industry. Matt’s dad, Chris, founded Cornerstone Wealth Management in 2008 after his transition from Edward Jones. Matt formally joined the Cornerstone team in 2013. He earned his degree in Business administration with a minor in sports management from Western Oregon University. While in college Matt was also a member of the baseball team and was named to the Dean’s list. Matt also spent some time at Oregon State University during his college career.
Role at Cornerstone
Since joining Cornerstone, Matt has played a key role in developing investment strategies and evaluating opportunities to meet each client’s unique financial needs. He earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2017, which allows him to help clients build tailored financial plans that support their retirement goals, wealth management needs, and other major life milestones.
Community & Personal
Matt is active in the Canby community. Currently, he is a member of the Rotary Club of Canby and volunteers as an assistant baseball coach at Canby High School.
Outside the office, Matt enjoys traveling with his family, playing golf, fishing, and coaching youth sports. He and his wife, Lauren, are raising three children, Owen, Sterling, and Emerson.
Credentials
- CERTIFIED FINANCIAL PLANNER™
- Series 7 and 66 registrations with LPL Financial
- Bachelor’s degree in Business Administration and a Minor in Sports Management from Western Oregon University