As an Investment Analyst, Matthew is responsible for researching stocks and bonds, as well as keeping up to date with the current positions in our portfolio. His role also involves tracking the performance and allocations of client accounts and executing portfolio trades.

Matthew earned his Bachelor of Science in Finance with a concentration in Business Analytics from the University of Kansas. He currently maintains his Series 7 General Securities and Series 66 NASAA Uniform Combined State Law licenses and maintains the Accredited Asset Management Specialist (AAMS^®) designation. He also completed the CFA Program and has been a CFA^® charterholder since 2025.

In his free time, Matthew enjoys watching sports, playing golf and traveling.

What are your areas of specialization?

Matthew specializes in creating and executing options strategies for our clients.