Matt joined BWM financial in 2022 as an Associate Wealth Advisor.  As a planning professional, he helps guide clients in determining actionable steps to decide on and pursue their financial goals.  Matt is driven to relieve financial stress in client’s lives so that they can freely pursue what they love.

Matt graduated from the University of Oklahoma with a bachelor’s degree in Business Economics. While in school he competitively rock climbed and spent time involved in the tech start up scene.  Matt was born and raised in San Diego and enjoys playing guitar, surfing, reading and travelling.