Matt has been a valued member of Cornerstone Wealth Management since joining the team in July of 2013. Matt brings a hard working and unique perspective to the financial industry.
Since joining our team Matt has played an integral role in the researching investment opportunities and developing financial plans for our clients. He believes the core of any financial planning is to understand the goals and needs of the client. Matt enjoys helping people pursue financial stability and confidence in their retirement plans. He offers a comprehensive approach to Financial Planning and investment strategies.
Matt graduated from Western Oregon University with a bachelor’s degree in Business Administration and a minor is Sports Management. He was awarded to the Dean’s list all four years while attending Western Oregon, while playing on the baseball team. He holds his Series 7 and 66 registrations with LPL financial and spends his time working with our managed portfolios and client services.
Matt is a very active member in the community working as a Varsity football coach at Lake Oswego High School and is a member of the Rotary Club of Canby. In his spare time Matt enjoys fishing, traveling, and doing anything sports related.